Generating a Lead List will give you an Assets, Commercial, and/or Residential's information in a selected area. The generated report will include info such as address, email, phone number, contact name, etc.
You can generate a Lead List through the following:
From a Selected Area
From a Canvassing Campaign
From a Weather Event Swath (a single weather map)
Impacted Asset Report from a weather event
What can you do with this data?
Lead lists can be utilized in a various ways to pull customers impacted by a storm into your opportunity pipeline. Some ways this data can be utilized in one or more ways:
Cold-calling
Ad campaigns, such as Facebook or Google
Mailers
Our lead lists are only available to customers with a Data plan with their subscription.
Lead List From a Selected Area
Mobile App
1. Along the bottom bar, select Maps tab
2. Find an area you want to Generate a Lead List
3. Tap Lead List button along the right-hand side
4. Tap at least three points to draw Lead List
5. Tap Continue
6. Select the Type of download you need:
A. Asset: Download Lead List of only your impacted Assets
B. Residential: Download Lead List of all homes in the select area
C. Commercial: Download Lead List of all businesses in the select area
7. Tap Request List
8. Read Notice and tap Confirm *Find the Lead List in Notifications
Browser App
1. Along the left-hand bar, select Maps tab
2. Find an area you want to Generate a Lead List
3. Click Lead List button along the right-hand side
4. Click at least three points to draw the Lead List *click the first point to complete the drawing
5. Select the Type of download you need:
A. Asset: Download Lead List of only your Assets
B. Commercial: Download Lead List of all businesses in the select area
C. Residential: Download Lead List of all homes in the select area
6. Click Download
7. Read Notice and click Confirm
Report from a Canvassing Campaign
Mobile App
1. Along the bottom bar, select Maps tab
2. In the top-corner, select the Search button
*To search for a campaign in a specific area, select a location in that general area instead.
3. Select Campaign tab
4. Select a Campaign
5. Tap Request Lead List button
6. Select the Type of download you need:
A. Asset: Download Lead List of only your impacted Assets
B. Residential: Download Lead List of all homes in the select area
C. Commercial: Download Lead List of all businesses in the select area
7. Tap Request List
Browser App
1. Along the left-hand bar, select Maps tab
2. Select Campaign tab
*To search for a campaign in a specific area, select a location in that general area first.
3. Select a Campaign
4. Click Request Lead List button
5. Select the Type of download you need:
A. Asset: Download Lead List of only your Assets
B. Commercial: Download Lead List of all businesses in the select area
C. Residential: Download Lead List of all homes in the select area
6. Click Request List
7. Click Confirm
Lead List From a Weather Event's Swath
You can download a lead list of an Assets, Commercial, or Residential from a weather event's swath(a single weather map) of a downloaded Weather Event.
Generating an Impact Asset Report is on type of Lead List that will give you an a list of assets impacted by a single weather event. The generated report will include info such as address, email, phone number, contact name, etc. For more ways to ...
In the process of setting up your HailTrace account, we suggest uploading your clients into our app. This allows you to generate new sales from Past Storms: You can pull a list of contacting leads and customers hit by a recent storm Future Storms: ...
Definition An Asset is a piece of property, such as a building, that has a physical location and is indicated with an icon on a map. An Asset has an owner, manager and/or tenant that are a potential Contacts. An Asset also always has an attached ...
Assets in HailTrace represent the properties owned, managed, or rented by your clients. They are linked to Contacts, who are associated with the property, and to Opportunities, which reflect the potential sales related to that Asset. A key feature of ...
Mobile App Use Assets Tab Select the More tab, along the bottom bar Tap the Assets Search for an Asset: Search Bar: Use an address to find the Asset Filters Tab: Refine your search through a variety of categories including roof type, last impact ...