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Set Up
Everything on setting up Trail for you and your business!
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
Organising Teams, Permissions, and User Access Levels
Assigning New Leads Through the Client Portal
Customising 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 Email Integration