Find an Opportunity

Find an Opportunity

Mobile App

  1. Select Opportunities along the bottom-hand bar
  2. Refine search
    1. Opportunity Status: Swipe through the Statuses 
    2. Filter by User: In the "Filter Specific Users" bar, select Users 
    3. Filter by Key Word: In the "search" bar, filter by a key word such as "Oklahoma" or "Oklahoma City"
  3. Scroll through the list and tap Opportunity



Browser App

  1. Select Opportunities along the left-hand bar
  2. Refine search
    1. Opportunity Status: Scroll right through the Statuses  
    2. Filter by User: In the "Filter Specific Users" bar, select Users 
    3. Filter by Key Word: In the "search" bar, filter by a key word such as "Oklahoma" or "Oklahoma City"
  3. Scroll through the list to find Opportunity




    • Related Articles

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      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

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    • 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

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    • 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 ...