Change an Asset's Opportunity Status
- 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
Click Edit Details
Select Opportunities Details
Pick the new Status *Learn how to add/edit the list here
Click Save on the bottom right
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 ...
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 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 Contact. An Asset also always has an attached Opportunity which ...
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. ...
Assign Opportunity to a User
Mobile App Through an Opportunity Find an Opportunity and tap it Tap Edit Details Tap Assigned to User Select a User Click Confirm Through an Asset Find an Asset Select Opportunity tab Click Current Opportunity Click Edit Details Tap Assigned to ...