[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 OpportunityMobile 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"
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"
