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Getting Started
Getting Started
Setting up your account and learning the basics
+2
33 articles in this collection
Written by
Chuck Slogrove,
Farran Jonker,
Nicholas Jennings
and 2 others
Trail Explained
What is Trail?
What Trail can do for your business and how it differs from other solutions
Written by
Farran Jonker
Updated over a week ago
Using the Navigation Bar in Trail
Understand the power of the navigation bar to quickly access important pages in Trail
Written by
Farran Jonker
Updated over a week ago
Creating Opportunities, Contacts and Profiles
Understanding Contacts and Profiles
What they are and how they relate to each other
Written by
Farran Jonker
Updated over a week ago
Adding an Opportunity to Trail
Creating an opportunity for a person or company
Written by
Farran Jonker
Updated over a week ago
Adding a Contact to Trail
Creating a contact and Profile for one or more of your clients
Written by
Farran Jonker
Updated over a week ago
Adding a Company Profile
This article will walk through the steps to create a Trail Business Profile for a registered NZ company.
Written by
Angel Chessum
Updated over a week ago
Adding a Profile to Trail
Adding a new Profile for one or more of your clients
Written by
Farran Jonker
Updated over a week ago
Setting up your Organisation in Trail
Finding and Editing your Organisation Settings
Changing your company wide settings
Written by
Farran Jonker
Updated over a week ago
How to change your Company's Branding
Keeping your logos and colours up-to-date in Trail is important for your brand. This guide will help you achieve this.
Written by
Farran Jonker
Updated over a week ago
Changing the Branding of your Client Portal
How to make Trail reflect your company's brand
Written by
Farran Jonker
Updated over a week ago
Adding a Register Button to your Website
Allowing clients to start their application straight from your website
Written by
Farran Jonker
Updated over a week ago
Organising your Users into Teams
Customise who can see information about each others clients
Written by
Farran Jonker
Updated over a week ago
Assigning New Leads Through the Client Portal
Deciding if clients choose their own adviser, or if you choose for them
Written by
Farran Jonker
Updated over a week ago
Changing the Permissions of Users
Deciding what advisers, assistants and managers can see
Written by
Farran Jonker
Updated over a week ago
Customising Client Document Types
Adding and editing documents requested from your clients
Written by
Farran Jonker
Updated over a week ago
Customising your Pipelines
Edit Pipeline Stages to reflect your internal workflows
Written by
Farran Jonker
Updated over a week ago
Customising your Activities
Adding, editing and removing Activity types to best suit your business
Written by
Farran Jonker
Updated over a week ago
Customising your Referral Sources
Making your Profile referrals more specified to your business
Written by
Farran Jonker
Updated over a week ago
Setting up your Personal Account on Trail
Finding and Editing your Personal Settings
Changing your personal profile
Written by
Farran Jonker
Updated over a week ago
Setting up your Personal Profile
Adding information about you to streamline your processes
Written by
Farran Jonker
Updated over a week ago
How to change your Trail Password
Learn how to change the password you use to access Trail
Written by
Farran Jonker
Updated over a week ago
Enabling and setting up 2-Factor Authentication
Keep your Trail account safe and secure with two-factor authentication!
Written by
Farran Jonker
Updated over a week ago
Disclosure Settings
How to manage and update your Disclosure Settings
Written by
Nicholas Jennings
Updated over a week ago
Uploading your Personal Compliance Documents
Making sure clients will be sent your disclosure and other documents
Written by
Farran Jonker
Updated over a week ago
Customising Emails Sent to Clients Through Trail
Setting up default email templates to send to your clients
Written by
Farran Jonker
Updated over a week ago
Getting Notifications for Important Events
Deciding when, why and how you are notified of any client updates
Written by
Farran Jonker
Updated over a week ago
Creating Automations to Simplify your Workload
Setting up automations to work how you want them
Written by
Farran Jonker
Updated over a week ago
Setting up your Email Integration with Trail
Bulk Deleting Emails off of Profiles
Learn how to bulk delete emails off of a profile!
Written by
Erica Danielson
Updated over a week ago
How to Connect your Gmail / Gsuite email to Trail
Here's how to easily connect your email to Trail!
Written by
Erica Danielson
Updated over a week ago
How to Integrate your Email / Email Integration
How to use Trail to track your personal emails
Written by
Erica Danielson
Updated over a week ago
How to connect your Outlook / Microsoft Office 365 email to Trail
Here's how to easily connect your email to Trail!
Written by
Erica Danielson
Updated over a week ago
Whitelisting Trail in Gmail
This will allow Gmail to recognise Trail as a trusted integration.
Written by
Chuck Slogrove
Updated over a week ago
Connecting your Organisation's Email Address to Trail
Integrating your organisation's shared inbox to keep track of your clients
Written by
Farran Jonker
Updated over a week ago