Watch the overview of the HailTrace Dashboard that includes Opportunity Pipeline, Leaderboard, Gross Revenue, Impacted Assets, Created Opportunity, Recently Impacted Asset Revenues, and Recent Weather Events.
An Opportunity Pipeline is a list of Stages and Statuses that an Asset's Opportunity can move through. This video will take a deep-dive into how an opportunity pipeline works within the Hailtrace app. Opportunity: A potential or realized sales ...
Uploading your clients into HailTrace helps your team see which properties were impacted by recent storms and track every deal in one place. By importing your client list, you can: Generate new sales from past storms – Identify and contact leads or ...
Our Maps, also called Weather Events, help you find areas hit by hail, wind, and tornadoes. Use them to identify the best places to generate leads and get there first—whether in the heart of the storm for maximum opportunity or along the edges where ...
When dropping a pin or tracking a lead in the HailTrace app, you can create an Asset, Contact, and Opportunity at the same time. This helps you track the door knock, start monitoring the property for future storm with Impacted Assets, and work the ...
While generating new leads through canvassing, mailers, and other methods is important, the quickest and easiest opportunities often come from your existing leads and clients who have been impacted by a new storm. The Impacted Assets feature provides ...