Related Articles
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. ...
Assign Opportunity to a User
Mobile App Through an Opportunity Find an Opportunity and tap it Tap Edit Details Tap Assigned to User Select a User Click Confirm Through an Asset Find an Asset Select Opportunity tab Click Current Opportunity Click Edit Details Tap Assigned to ...
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 ...
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 ...
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 ...