Accounts and Settings

TrailMap is Steep Marketing’s all-in-one marketing dashboard designed exclusively for financial advisors. It’s more than a tracking tool — it’s a com...

Trailmap is Steep Marketing’s client dashboard — a secure, easy-to-use platform where you can submit orders, view your campaign details, track progres...

Begin your journey in Trailmap by adding your user account, establishing accounts for your team, and managing access for each user in your organizatio...

There are two types of user accounts within Trailmap — Standard and Administrator . Each role provides different levels of access depending on your...

Only users with an Administrator role have permission to add new users in Trailmap. Standard users do not have access to this feature. You're welcom...