Getting Started

Setting up your account and learning the basics

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34 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

Organisation Disclosures

For assistants or admins who are helping advisers to set up their Disclosures

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.

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

Uploading your Declaration and Letter of Authority

Making sure clients will be sent your disclosure and other documents

Written by Angel Chessum
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

Setting up your Disclosure Settings

How to manage and update your Disclosure Settings

Written by Nicholas Jennings
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