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Everything you need to navigate through Trails247

Hello, world!

Here you can find guidance to traverse through your workspace. You can access a comprehensive video explanation for every sector of your crm


Enjoy .

Logs With Optional Data

Creating Logs
Accessing Logs

Leads With Optional Data

Creating Leads
Accessing Leads

Contacts With Optional Data

Creating Contacts
Accessing Contacts

Customers With Optional Data

Creating Customers
Accessing Customers

Companies / Accounts With Optional Data

Creating Companies / Accounts
Accessing Companies / Accounts

Opportunities With Optional Data

Creating Opportunities
Accessing Opportunities

Meetings With Optional Data

Creating Meetings
Accessing Meetings

Brands With Optional Data

Creating Brands

Categories With Optional Data

Creating Categories

Products With Optional Data

Creating Products

Hello, world!

This sector is for all your import needs. Download import templates for all your crm features. Delete optional columns you will not populate! Use one sheet for the data!!


All files are in excel format.

Logs With all extra fields

Below is a list of all fields available for logs. REQ means the fields are required.

  • state
    Available values include (Open, Closed)
    REQ
  • type
    Available values include (Complaint, Request, Enquiry, Suggestion)
    REQ
  • company
    Ids of already added companies/accounts. You can download the list of IDs from your workspace.
  • Subject
    Log Subject to be specified.
    REQ
  • description
    Log description to be specified. Recommended but optional
  • contactType
    contact type to be specified. Available values include (Phone, Email, WhatsApp, Walk-in)
  • contactValue
    contact value to be specified. Must correlate with contactType value. Should not exist without contactType
  • from
    customer Id to be entered. You can download the list of your customer IDs from your workspace
  • priority
    Priority of Log to be specified. Available values include (High, Medium, Low)
  • assignedTo
    ID of User to be assignedTo. Defaults to user importing the data if none is provided. You can download the list of users IDs from your workspace
logs.xls

Leads With all extra fields

Below is a list of all fields available for leads. REQ means the fields are required.

  • name
    Lead name to be specified
    REQ
  • contact
    Contact IDs to be added
    REQ
  • account
    Ids of already added companies/accounts. You can download the list of IDs from your workspace.
  • status
    Lead status to be specified. Optional but Recommended. Available values include (New, Call Client, In Process, Waiting on Client, Converted, Recycled, Dead)
    REQ
  • statusDescription
    Lead status description to be specified. Recommended but optional
  • email
    contact email to be specified
  • opportunityAmount
    opportunity amount to be specified
  • leadSource
    lead source to be specified. Available values include (Cold Call, Existing Customer, Self Generated, Employee, Partner, Public Relations, Direct Mail, Conference, Trade Show, Website, Word of mouth, Email, Campaign, Other
  • leadSourceDescription
    lead source description to be specified
  • assignedTo
    ID of User to be assignedTo. Defaults to user importing the data if none is provided. You can download the list of users IDs from your workspace
  • referredBy
    reference to be specified
leads.xls

Contacts With all extra fields

Below is a list of all fields available for Contacts. REQ means the fields are required.

  • title
    Contact title to be specified. Avaliable values include (Mr., Mrs., Ms., Mad., Sir., Dr., Prof
    REQ
  • fName
    Contact first name to be specified.
    REQ
  • lName
    Contact last name to be specified.
    REQ
  • officePhone
    office Phone to be specified.
  • mobile
    Contact mobile phone number to be specified.
  • email
    contact email to be specified
  • department
    contact department to be specified
  • fax
    fax to be specified
  • website
    website to be specified
  • address
    Address of contact to be specified in a summary format
  • account
    Ids of already added companies/accounts. You can download the list of IDs from your workspace.
contacts.xls

Customers With all extra fields

Below is a list of all fields available for Customers. REQ means the fields are required.

  • name
    Customer name to be specified
    REQ
  • email
    customer email to be specified.
    REQ
  • contact
    customer contact number to be specified.
  • account
    Ids of already added companies/accounts. You can download the list of IDs from your workspace.
    REQ
customers.xls

Companies / Accounts With all extra fields

Below is a list of all fields available for Companies. REQ means the fields are required.

  • name
    Contact title to be specified. Avaliable values include (Mr., Mrs., Ms., Mad., Sir., Dr., Prof
    REQ
  • address
    Company address summary to be specified.
  • website
    Account/Company website to be specified.
  • street
    Company street name to be specified. Can be ignored if you have an address summary
  • city
    Company city loation to be specified. Can be ingnored if you have an address summary
  • country
    Company country to be specified. Can be ingnored if you have an address summary.
  • email
    company email to be specified.
    REQ
  • contactNumber
    company contact number to be specified
companies.xls

Opportunities With all extra fields

Below is a list of all fields available for Opportunities. REQ means the fields are required.

  • name
    Opportunity name to be specified
    REQ
  • contact
    Contact IDs to be added
    REQ
  • account
    Ids of already added companies/accounts. You can download the list of IDs from your workspace.
  • salesStage
    Opportunity sales stage to be specified. Available values include (Prospecting, Qualification, Needs Analysis, Value Proposition, Identifying Decision Makers, Perception Analysis, Proposal/Price Quote, Negotiation/Review, Close Won, Closed Lost)
    REQ
  • probability
    Opportunity probability to be specified in percentages.
  • expectedCloseDate
    expected closing date of opportunity to be specified
    REQ
  • amount
    opportunity amount to be specified
    REQ
  • opportunitySource
    Opportunity source to be specified. Available values include (Cold Call, Existing Customer, Self Generated, Employee, Partner, Public Relations, Direct Mail, Conference, Trade Show, Website, Word of mouth, Email, Campaign, Other
  • description
    Description of opportunity to be specified
  • type
    Opportunity Type to be specified. Available values include (Existing Business, New Business)
  • product
    product Id to be specified. You can download list of product IDs in your workspace
  • assignedTo
    ID of User to be assignedTo. Defaults to user importing the data if none is provided. You can download the list of users IDs from your workspace
opps.xls

Hello, world!

This is a hero for all extra features, a simple illustration to bring to your attention hidden features to make your work smooth and easy.


Usability in focus.