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 ...
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 ...
Customize Your Company's Status List
Mobile App Along the bottom bar, select More tab indicated by three dots Select Company Settings Tap Opportunity Settings Tap Add New Status Fill out form Label: Add a title to your Status Stage: Link the Status to a Stage Default: Select if this ...
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, ...
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 ...