Trial Tracker

Trial Tracker is a report in RainMaker that will help you keep track of your trials. It will allow you to sort your current trials by many factors like start date, expiration date, first class, last attended, class credits remaining and many more. Watch the video below to learn how to access and use trial Tracker.

Trial tracker can be found by going to Reports at the top toolbar. On the left side go to the prospects reports sections and click on trial tracker.