An Opportunity Pipeline is a list of Stages and Statuses that an Asset's Opportunity can move through. This video will take a deep-dive into how an opportunity pipeline works within the Hailtrace app.
Opportunity: A potential or realized sales opportunity with regard to an Asset. Opportunities include a Price,Stage, Status, Trades, and Priority(and can be customized to include more options).
Stage: A pre-defined list of opportunity states that determine the Opportunity’s general relationship with respect to a customer. The valid Stages are as follows: Prospect, Lead, Open, Closed, Lost.
Status: A custom list of opportunity states that determine the Opportunity's specific relationship with respect to an customer. Each Status is a sub-category of a Stage. When an Asset's Opportunity has been granted a Status(a requirement when creating an asset), it is automatically assigned the parent Stage(Prospect, Lead, Open, Closed, or Lost).
Tracking every door you knock on and every lead you create is key to closing more deals. In the HailTrace app, you and your team can use a sales funnel called the Opportunity Pipeline to organize, track, and prioritize your leads. In this article, ...
Opportunity statuses help you track where a deal is in your sales process. In DealTrace, your opportunity pipeline works like a sales funnel. Each step in the pipeline is called a status. As you work a lead, you can move the Opportunity from one ...
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 ...
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 ...
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 ...