Change an Asset's Opportunity Status

Change an Asset's Opportunity Status

Mobile App

First step: Find an Asset you want to edit
  1. Tap Edit Details
  2. Select the new Current Opportunity Status *Learn how to add/edit the list here
  3. Tap the ✔️on the top right to save



Browser App

First step: Find an Asset you want to edit
  1. Click Edit Details 
  2. Select Opportunities Details
  3. Pick the new Status *Learn how to add/edit the list here
  4. Click Save on the bottom right



    • Related Articles

    • Edit Current Opportunity Details

      Edit a current opportunity's details when you need to update the current job or claim.There can only be one current opportunity related to an asset. You can either edit or create a new opportunity (archiving the current opportunity). An asset's ...
    • 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 an Asset

      Definition An Asset is 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 Contacts. An Asset also always has an attached ...
    • Create a New Opportunity

      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 Import CSV Template

      Attached is a template you can user when uploading a client list(assets) into the HailTrace app. For the full steps, read Import Assets