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 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. ...

• 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