Tag a product in Trail with a unique identifier

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Peter Mangin

Allowing Advisers to tag a product in Trail with a unique identifier, such that when emails come in or go out from our inbox with that identifier in the subject, the emails are logged against the client.

An example would be when we submit a lending application. The lender replies and says thanks for the app, this is application ABC123. We then go into Trail and add ABC123 against the loan we are advising on. From that point on, correspondence between ourselves and the lender is automatically logged against the client’s profile.

NZFSG had this functionality which would have been fantastic if their CRM could sync emails from any other mail server apart from Gmail…