Customize Your Company's Opportunity Pipeline

Customize Your Company's Opportunity Pipeline

Keeping track of every door you knock (and every opportunity you uncover) is key to closing more deals — especially when you're working storms. Using your Opportunity Pipeline inside the app, you can build a customized system that not only tracks your progress but also prioritizes high-value leads like old roofs or discontinued shingles.
​
Each stage in the pipeline is set (Lead, Prospect, Open, Closed, and Lost), but you can customize the statuses inside each stage to match your workflow.
​
Here’s an example of what your pipeline could look like:
Lead Statuses(Example)

Newly identified properties or first-time door knocks.

  1. Door Knock- No Answer #1
  2. Door Knock- No Answer #2
  3. Follow Up
  4. Call Back
  5. Submitted Estimate Form
  6. Marketing Lead
  7. Referred By Customer
Prospect Statuses(Example)

Properties you've engaged with and started qualifying.

  1. Follow-up
  2. Inspection Scheduled
  3. No Damage-Old Roof
  4. No Damage-Discontinued Shingle
  5. Create Bid
  6. Write Letter
  7. Pending Owner Decision 
Open Statuses(Example)

Properties actively moving toward a signed deal.

  1. Contract Signed
  2. Tarped
  3. Insurance Claim Filed
  4. Adjuster Meeting Scheduled 
  5. Pending Insurance Approval
  6. Waiting Supplement Approval
  7. Claim Denied-Need Followup 
Closed Statuses(Example)
Properties where the job is done (or a deal is officially won).
  1. Work Pending
  2. Pending Payment
  3. Get Referral 
  4. Send Thank You Letter
  5. Monitor Customer for Storms
  6. Give Call
Lost Statuses(Example)

Properties that didn't move forward.

  1. Lost To Competitor 
  2. Not Interested
  3. Insurance Denial
  4. Do Not Contact 
  5. Cold Call-Wrong Number
 

Mobile App

  1. Along the bottom bar, select More tab indicated by three dots
  2. Select Company Settings
  3. Tap Opportunity Settings
  4. Tap Add New Status
  5. Fill out form
    1. Label: Add a title to your Status
    2. Stage: Link the Status to a Stage
    3. Default: Select if this Status is the default 
    4. Select Icon: Pick an icon that matches the status
  6. Tap Create



Browser App

  1. Along the left-hand bar, select Company Settings, indicated by the "building" icon
  2. Click Opportunity Settings
  3. Click Add New Status
  4. Fill out form
    1. Label: Add a title to your Status
    2. Stage: Link the Status to a Stage
    3. Default: Select if this Status is the default 
    4. Select Icon: Pick an icon that matches the status
  5. Click Save



    • Related Articles

    • 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 ...

    • Delete a Status

      *A Status can only be deleted in the Browser App Browser App Along the left-hand bar, select Company Settings, indicated by the "building" icon Click Opportunity Settings Select the Stage with the corresponding Status Click the Delete button on ...

    • Edit Your Company's Status List

      Mobile App Along the bottom bar, select More tab indicated by three dots Select Company Settings Tap Opportunity Settings Select the Stage with the corresponding Status Tap the Status Edit details and tap Save Browser App Along the left-hand bar, ...

    • Change an Asset's Opportunity Status

      Mobile App First step: Find an Asset you want to edit Tap Edit Details Select the new Current Opportunity Status *Learn how to add/edit the list here Tap the ✔️on the top right to save Browser App First step: Find an Asset you want to edit Click Edit ...

    • Create Custom Fields for Opportunities

      Various information can be collected for Opportunities when Create a New Opportunity or Edit Opportunity Details, such as Status, Priority, Price, and Trades . However, the information collected can be customized to meet a user's needs. For example, ...