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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 ...
Add Weather Event to Favorites
Mobile App Along the bottom bar, select Maps tab, indicated with a "location icon" Tap a Location Select Maps Find a Weather Event Click the Heart to add to Favorites Read how to find a list of Favorite Weather Events Desktop App Along the left-hand ...
Customize Your Company's Opportunity Pipeline
Keeping track of every door you knock (and every opportunity you uncover) is key to closing more deals — especially when you're working storms. Using your Opportunity Pipeline inside the app, you can build a customized system that not only tracks ...