[5.0] Export Company Contacts & Assets
Use the company-wide export to download all contacts and assets for every client in your HailTrace account outside of the app.
- Click Company Settings along the left-hand bar
- Select Export Data
- Click "assets" and select Assets or Contacts
- Select the your Time Zone
- Click Download *You will receive an email with the report
Related Articles
[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] Setup Company Hierarchy
Company Hierarchy lets managers see and update the assets, contacts, and opportunities for the team members they manage. This gives managers access to their team’s work without giving them access to every team or the entire company. It is especially ...[5.0] Create Custom Fields for Contacts, Assets, and Opportunities
Custom Fields let you collect the information that matters most to your company. They can be used on Contacts, Assets, and Opportunities. The app already includes standard fields, such as names, addresses, phone numbers, asset details, opportunity ...[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] 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 ...