Keeping up with your Clients

How to use our CRM tools to properly manage your clients

Farran Jonker avatar Nicholas Jennings avatar Angel Chessum avatar +1
43 articles in this collection
Written by Farran Jonker, Nicholas Jennings, Angel Chessum and 1 other
Managing your Clients in Trail

Sending Your Client a Fact Find Invitation

Giving your client access to the Client Portal to complete their fact find
Farran Jonker avatar
Written by Farran Jonker
Updated over a week ago

Adding Commissions after winning an Opportunity

Adding commissions after a product has been created
Nicholas Jennings avatar
Written by Nicholas Jennings
Updated over a week ago

Generating Reports from Trail

Export your client lists, keep track of your commission, manage products, and organize your activities with reports!
Farran Jonker avatar
Written by Farran Jonker
Updated over a week ago

How to change ownership of Profiles and Opportunities

If you need to hand over an opportunity, or change the person managing a profile, this guide is here to help you
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Written by Farran Jonker
Updated over a week ago

How to Find an Existing Profile on Trail

Where to go to get all your clients information
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Written by Farran Jonker
Updated over a week ago

Merging Profiles and Contacts

Getting rid of duplicate Profiles and Contacts
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Written by Farran Jonker
Updated over a week ago

Removing a Contact from a Profile

Removing a client from a Profile without deleting all their Contact details
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Written by Farran Jonker
Updated over a week ago

Getting Notified of Important Client Events

How notifications work in Trail
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Written by Farran Jonker
Updated over a week ago

Exporting Client Lists for Marketing Purposes

Getting your client data off Trail to add to your marketing software
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Written by Farran Jonker
Updated over a week ago

Integrating Trail with ActiveCampaign

Trail provides a powerful integration with ActiveCampaign's marketing automation software to allow you to keep your clients informed
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Written by Farran Jonker
Updated over a week ago

Integrating Trail with Mailchimp

Trail integrates with the worlds leading email sending platform to allow you to keep your clients up to date with targeted correspondence
Angel Chessum avatar
Written by Angel Chessum
Updated over a week ago

Using the Mailchimp integration

Sending out campaigns using Mailchimp
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Written by Angel Chessum
Updated over a week ago
Managing a Client's Profile

Insurance Policy Schedules

How to download your client's policy schedules in Trail
Angel Chessum avatar
Written by Angel Chessum
Updated over a week ago

How to Bulk Archive Documents

Here's how to bulk archive any uploaded files within the Documents tab
Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

How to Download All Documents from a Profile

Learn how to download all of your documents in one go!
Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

How to Delete Attachments on Notes

Understanding how to delete individual attachments on notes can help you keep your records accurate
Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

How to Add and Edit a Postal Address

Adding or changing the postal address of your clients in Trail
Farran Jonker avatar
Written by Farran Jonker
Updated over a week ago

Renaming a Profile to Better Represent a Situation

Setting a name for a Profile that better suits the clients in it
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Written by Farran Jonker
Updated over a week ago

Choosing a Profile Status to help Identify Clients

Setting a Profile’s status to represent how they relate to your business
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Written by Farran Jonker
Updated over a week ago

Adding a Referrer to a Client Profile

Keeping track of your referrals to better manage your business
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Written by Farran Jonker
Updated over a week ago

Assigning a Profile's Adviser Originator

Storing from which adviser the clients originated
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Written by Farran Jonker
Updated over a week ago

Setting a Profile to Client View

Hide sensitive information from the eyes of your clients
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Written by Farran Jonker
Updated over a week ago

Managing a Profile's Contacts

Editing and managing the Contacts on a Client Profile
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Written by Farran Jonker
Updated over a week ago

Adding an Existing Contact to a Profile

Making sure a Profile contains all the necessary Contacts
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Written by Farran Jonker
Updated over a week ago

Managing a Profile's Opportunities

Viewing and editing the opportunities of a Profile
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Written by Farran Jonker
Updated over a week ago

Managing a Profile's Products

Editing your client's current insurance and mortgage products
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Written by Farran Jonker
Updated over a week ago

Managing a Profile's Current Activities

Creating, editing and completing an Activity for a Profile
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Written by Farran Jonker
Updated over a week ago

Utilising a Profile's Timeline

Keeping track of what has happened with your clients over time
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Written by Farran Jonker
Updated over a week ago

Using the Documents Page

How the Documents tab of a Profile works
Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

Making an Email in Your Inbox Appear in a Profile's Timeline

Ensuring emails are saved when they aren't to or from a client
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Written by Farran Jonker
Updated over a week ago

Changing a Profiles Statement of Position

Updating a Profile's position to reflect their new circumstances
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Written by Farran Jonker
Updated over a week ago