[5.0] Asset Import CSV Template
Attached is a template you can user when uploading a client list(assets) into the HailTrace app.
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[5.0] Upload Your Assets(Clients) Into HailTrace
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 ...
[5.0] Use Impacted Assets to Find Clients Hit by a Storm
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 ...
[5.0] Use Asset Filters to Find the Right Properties Faster
Assets are the properties tied to your clients, contacts, and opportunities in HailTrace. Asset Filters help you quickly find the properties you need, whether you are working from the Asset page or viewing them on the Map. You can filter by details ...
[5.0] Use the Asset Panel to Find, Create, and Manage Assets
The Asset Panel now makes it easier to manage your work without leaving the map. Filters are built right into the panel, so you can quickly find the assets you need. You can also create a new asset right from the panel. This helps you stay organized, ...
[5.0] How to Create an Asset, Contact, & Opportunity
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 ...