Mobile App Create a Stand Alone Contact Select Contacts tab along the bottom, indicated by a "person" symbol Tap ➕ on the bottom right Fill out contact info and tap Create Learn how to link a Contact to an Asset Here Create a Contact on an Asset ...
Definition An Asset is a piece of property, such as a building, that has a physical location and is indicated with an icon on a map. An Asset has an owner, manager and/or tenant that are a potential Contacts. An Asset also always has an attached ...
The following steps will allow you to delete some or all of your contacts in the HailTrace app. You will need one of the following roles to delete contacts: Account Owner Asset Admin Canvasssing Admin Mobile App 1. Select Contacts tab along the ...
Assets in HailTrace represent the properties owned, managed, or rented by your clients. They are linked to Contacts, clients associated with the property, and to Opportunities, which reflect the potential sales related to that Asset. Within the ...
Adding sub-users in HailTrace enables precise permission management for employees or subcontractors, ensuring efficient workflow and security. Down the road, you can easily update or remove sub-users without losing leads or compromising your account. ...