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. ...
Asset: 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 Contact. An Asset also always has an attached Opportunity which ...
Mobile App Along the bottom bar, select More tab indicated by three dots Tap Settings Select Security Fill out New Password Tap Save & Log Out *You will have to login with the new password Desktop App Along the left-hand bar, select ...
Depending on your preferences, you can pick the look of the app to Light or Dark theme. Mobile App Along the bottom bar, select More tab indicated by three dots Tap Settings Under "App Theme", select Light or Dark Desktop App Scroll to the bottom ...
Watch the overview of the HailTrace Dashboard that includes Opportunity Pipeline, Leaderboard, Gross Revenue, Impacted Assets, Created Opportunity, Recently Impacted Asset Revenues, and Recent Weather Events.