Related Articles
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 ...
Customize Your Company's Opportunity Pipeline
Tracking every door you knock on and every lead you create is key to closing more deals. In the HailTrace app, you and your team can use a sales funnel called the Opportunity Pipeline to organize, track, and prioritize your leads. In this article, ...
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 ...