Opportunity Pipeline

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.





  1. Opportunity: A potential or realized sales opportunity with regard to an Asset. Opportunities include a Price, Stage, Status, Trades, and Priority(and can be customized to include more options).
  1. Stage: A pre-defined list of opportunity states that determine the Opportunity’s general relationship with respect to a customer. The valid Stages are as follows: Prospect, Lead, Open, Closed, Lost. 
  1. Status: A custom list of opportunity states that determine the Opportunity's specific relationship with respect to an customer. Each Status is a sub-category of a Stage. When an Asset's Opportunity has been granted a Status(a requirement when creating an asset), it is automatically assigned the parent Stage(Prospect, Lead, Open, Closed, or Lost).

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    • 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, ...

    • Delete a Status

      *A Status can only be deleted in the Browser App Browser App Along the left-hand bar, select Company Settings, indicated by the "building" icon Click Opportunity Settings Select the Stage with the corresponding Status Click the Delete button on ...

    • 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 ...

    • 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 ...

    • 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 ...