TRAIL MASTERCLASS 5 - webinar recording
Join Angel on effectively using Activities in Trail!
What are activities? Why are they important?
Understand how to track and manage your client workflow effectively in Trail.
How to Clean, Create & Track your activities!
Learn step-by-step how Activities integrate with your Pipeline, Opportunities & Profiles.
Automate & get notified on your activities
How to setup activities to be automatically created upon servicing and notification events.
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Top Questions + Answers
Q: How do I change the Activity Types wording?
A: You can do this if you have the organisation admin permissions for your Trail account. Navigate to Settings > Activity Types:
Q: Do you still need to add a due time for reminders to work?
A: Activities will still work without a due time. You don't need to add a due time unless you would like to be notified at a certain time in the day. If no due time is allocated, you will be notified at 8am on the day the activity is due
Q: Are we able to bulk change a name of an activity type of completed activities? (For example, I've bought a book of clients and I've just added 'Meeting - Review' so I want to change some General - Review' for the clients I've gone out to see)
A: Yes you can! If you go to your Activities Page - Filter by Overdue and COMPLETED activities - then select the ones you want to change and then select the Activity Type to be the new name that you want - then click Save Changes. 👍
Q: Is there the ability to set activities that are non client based eg. compliance tasks, training.
A: Yes you can! If you create the activity from the Activities Page and don't assign a profile (or opportunity) to it - then it will still show on your Activities Page when you apply the right filters!
Q: Can you bulk add Activities?
A: Only through automations are activities automated and bulk added - either for FRRs or Policy Renewal servicing. Otherwise, it would be adding each activity individually.