Sending Your Client a Fact Find Invitation
Adding Commissions after winning an Opportunity
Generating Reports from Trail
How to change ownership of Profiles and Opportunities
How to Find an Existing Profile on Trail
Merging Profiles and Contacts
Removing a Contact from a Profile
Getting Notified of Important Client Events
Exporting Client Lists from Trail
Integrating Trail with ActiveCampaign
Integrating Trail with Mailchimp
Using the Mailchimp integration