[5.0] How to Edit an Asset's Opportunity

[5.0] How to Edit an Asset's Opportunity

Opportunities help you track a deal as it moves through your sales process in HailTrace.

When you create an Asset in the HailTrace app, an Opportunity is created at the same time. As the job changes, you can update the Opportunity to keep the deal accurate and moving forward.

This may include updating the status, notes, price, assigned user, or priority level.

Use the steps below to edit an Opportunity and keep your pipeline up to date.

InfoNote: Opportunities are part of the DealTrace product. You must have a DealTrace User, DealTrace Manager, or DealTrace Admin role to edit and assign Opportunities.

Mobile App

1. Select an asset on the map page or on the "Asset" page


2. Select an asset


3. Tap "Opportunity" tab


4. Select the Opportunity


5. Tap "Edit Details"


6. Edit any Opportunity fields


7. Tap "Save"


Browser App

1. Select an asset on the map page or on the "Asset" page


2. Click an asset


3. Click "Opportunity Details" tab


4. Edit any number of Opportunity Fields


5. Click "Save"




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