Initial Set Up
Everything on setting up Trail for you and your business
By Angel and 7 others8 authors35 articles
- Overview of 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
- Editing your Email Signature
- Custom Email Templates
- Changing your Company's Branding
- Adding Website Plugins from Trail
- How Do I Organize Teams, Permissions, and User Access Levels?
- Assigning New Leads Through the Client Portal
- How Do I Customise Client Document Types?
- Customising your Pipelines
- Customising your Activities
- Customising your Profile (Referral) Sources
- Custom Profile Tags
- Custom Automations
- Custom Email Templates
- How to connect your organisation's shared inbox to Trail
- Using Single Sign-On in Trail