All Collections
Getting Started
Setting up your account and learning the basics
Finding and Editing your Organisation Settings
Change your Company's Branding
Using Custom Profile Tags
Changing the Branding of your Client Portal
Adding a Register Button to your Website
Organising your Users into Teams
Assigning New Leads Through the Client Portal
Changing the Permissions of Users
Customising Client Document Types
User Level Access
Customising your Pipelines
Customising your Activities
Customising your Profile (Referral) Sources
Finding and Editing your Personal Settings
Setting up your Personal Profile
Uploading your Declaration and Letter of Authority
How to change your Trail Password
Enabling and setting up 2-Factor Authentication (2FA)
Customising Emails Sent to Clients Through Trail
Getting Notifications for Important Events
Creating Automations to Simplify your Workload
How to Integrate your Email / Email Integration
How to connect your Outlook / Microsoft Office 365 email to Trail
How to Connect your Gmail / Gsuite email to Trail
Generating an App Password for Gmail 2FA
Connecting your Organisation's Email Address to Trail
Bulk Deleting Emails off of Profiles
How to use your Mailbox
Whitelisting Trail in Gmail