[5.0] How to Create a New Opportunity for an Asset

Opportunities help you track deals tied to an Asset in HailTrace. They include details like the status, notes, priority level, and assigned user.

If a deal is lost, a claim is closed, or a new storm creates another sales opportunity, you can create a new Opportunity for that same Asset.

Use the steps below to create a new Opportunity and start tracking the next deal in DealTrace.

Note: Opportunities are part of the DealTrace product. You must have a DealTrace User, DealTrace Manager, or DealTrace Admin role to create a new Opportunity

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Mobile App

1. Tap on an asset or find an asset on the "Asset" page

2. Tap "Opportunities" panel

3. Tap "Create Opportunity"

4. Tap a new Status

5. Enter other opportunity details, such as description or who is assigned to the opportunity

6. Tap "Create"

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Browser App

1. Click "Map" page

2. Click on an asset or find an asset on the "Asset" page

3. Select "Opportunity" tab

4. Click "Create Opportunity"

5. Select a new status

6. Fill out other opportunity details such as a description and assigned user

7. Click "Save"

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