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 ...
Import Your Assets Into The App When setting up your HailTrace account, we recommend uploading your clients into the app to unlock powerful sales and management tools. By importing your client list, you can: Generate new sales from past storms – ...
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 ...
Our Maps, also called Weather Events, help you find areas hit by hail, wind, and tornadoes. Use them to identify the best places to generate leads and get there first—whether in the heart of the storm for maximum opportunity or along the edges where ...
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, ...