Asset Import CSV Template
Attached is a template you can user when uploading a client list(assets) into the HailTrace app.
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Import Your Assets Into The App
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 – ...
Export Assets To A CSV File
There are two ways to export your assets to a CSV file: Asset Page: Export an asset list based on applied filters Company Settings Page: Export your entire assets list from your company account Asset Page Exporting Assets combined with Asset Filters ...
Impacted Asset Report: Turn Every Client Into a Customer For Life
While generating new leads through canvassing, mailers, and other methods is important, the quickest and easiest opportunities often come from your existing leads and clients who have been impacted by a new storm. The Impacted Assets feature provides ...
Create an Asset & Drop A Pin
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 ...
Asset Filtering To Find Opportunities
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 ...