Assign Opportunity to a User

Assign Opportunity to a User

Mobile App

Through an Opportunity

  1. Find an Opportunity and tap it
  2. Tap Edit Details
  3. Tap Assigned to User
  4. Select a User
  5. Click Confirm



Through an Asset

  1. ​Find an Asset
  2. Select Opportunity tab
  3. Click Current Opportunity
  4. Click Edit Details
  5. Tap Assigned to User
  6. Select a User
  7. Click Confirm




Browser App

Through an Opportunity

  1. ​Find an Opportunity and click it
  2. Under "Assigned to User," select a User
  3. Click Save




Through an Asset

  1. ​Find an Asset
  2. Select Opportunity tab
  3. Click Opportunity
  4. Click Edit Details
  5. Under "Assigned to User," select a User
  6. Click Save



    • Related Articles

    • Edit Current Opportunity Details

      Edit a current opportunity's details when you need to update the current job or claim.There can only be one current opportunity related to an asset. You can either edit or create a new opportunity (archiving the current opportunity). An asset's ...

    • Opportunity Pipeline

      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 ...

    • Find an Opportunity

      Mobile App Select Opportunities along the bottom-hand bar Refine search Opportunity Status: Swipe through the Statuses  Filter by User: In the "Filter Specific Users" bar, select Users  Filter by Key Word: In the "search" bar, filter by a key word ...

    • Create a New Opportunity

      Introduction: There can only be one current opportunity related to an asset. You can either edit or create a new opportunity (archiving the current opportunity). Creating a new opportunity when the current opportunity has been closed out (e.g. ...

    • Add Sub-Users

      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. ...