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Create Custom Roles
Introduction There are a dozen pre-set roles in the app that will fit many company's needs . However, a company may find it needs particular roles the app does not have. A Custom Role is a tailored set of permissions given to a role that is then ...
Understand Roles
Introduction A Role is a set of permissions given a User(s) to carry out their tasks and responsibilities within their company. When an account with HailTrace is set-up, the Primary Account Holder is given all the permissions inside the app. Each new ...
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 ...
Create a Canvassing Campaign
Mobile App Along the bottom bar, select Maps tab, indicated with a "location icon" Tap any Location in the area you want to create a Canvass Along the bottom bar, select Campaigns Tap Create New Campaign Pick at least three Points to create a ...
Search for a Weather Event
There are three ways to locate and download a weather event, depending on your need: Search by Date Ideal for users who know the exact day a weather event occurred Search by a Location Ideal for users who want to apply a set of filters and are ...