Watch the overview of the HailTrace Dashboard that includes Opportunity Pipeline, Leaderboard, Gross Revenue, Impacted Assets, Created Opportunity, Recently Impacted Asset Revenues, and Recent Weather Events.
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 ...
Generating an Impact Asset Report is on type of Lead List that will give you an a list of assets impacted by a single weather event. The generated report will include info such as address, email, phone number, contact name, etc. For more ways to ...
Asset: 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 Contact. An Asset also always has an attached Opportunity which ...
In the process of setting up your HailTrace account, we suggest uploading your clients into our app. This allows you to generate new sales from Past Storms: You can pull a list of contacting leads and customers hit by a recent storm Future Storms: ...
There are three ways to locate and download a weather event, depending on your need: Search by Date Ideal for users who know the exact day a weather event occurred Search by a Location Ideal for users who want to apply a set of filters and are ...