Getting Started

Setting up your account and learning the basics

Chuck Slogrove avatar Farran Jonker avatar Nicholas Jennings avatar +2
34 articles in this collection
Written by Chuck Slogrove, Farran Jonker, Nicholas Jennings and 2 others
Setting up your Organisation in Trail

Finding and Editing your Organisation Settings

Changing your company wide settings
Farran Jonker avatar
Written by Farran Jonker
Updated over a week ago

Organisation Disclosures

For assistants or admins who are helping advisers to set up their Disclosures
Angel Chessum avatar
Written by Angel Chessum
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.
Farran Jonker avatar
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
Farran Jonker avatar
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
Farran Jonker avatar
Written by Farran Jonker
Updated over a week ago

Organising your Users into Teams

Customise who can see information about each others clients
Farran Jonker avatar
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
Farran Jonker avatar
Written by Farran Jonker
Updated over a week ago

Changing the Permissions of Users

Deciding what advisers, assistants and managers can see
Farran Jonker avatar
Written by Farran Jonker
Updated over a week ago

Customising Client Document Types

Adding and editing documents requested from your clients
Farran Jonker avatar
Written by Farran Jonker
Updated over a week ago

Customising your Pipelines

Edit Pipeline Stages to reflect your internal workflows
Farran Jonker avatar
Written by Farran Jonker
Updated over a week ago

Customising your Activities

Adding, editing and removing Activity types to best suit your business
Farran Jonker avatar
Written by Farran Jonker
Updated over a week ago

Customising your Referral Sources

Making your Profile referrals more specified to your business
Farran Jonker avatar
Written by Farran Jonker
Updated over a week ago