[5.0] View Your HailTrace Subscription
View the details of your HailTrace subscription[5.0] Create Custom Fields for Contacts, Assets, and Opportunities
Custom Fields let you collect the information that matters most to your company. They can be used on Contacts, Assets, and Opportunities.[5.0] How To Add Your Branding to the Weather History Report
Branded Weather History Reports let you add your company’s logo and contact information to every weather history report[5.0] Upload Your Assets(Clients) Into HailTrace
When setting up your HailTrace account, we recommend uploading your clients into the app to unlock powerful sales and management tools.[5.0] Asset Import CSV Template
Attached is a template you can user when uploading a client list(assets) into the HailTrace app.[5.0] Export Company Contacts & Assets
Download all contacts and assets you have within the HailTrace app[5.0] Setup or Edit Your Company's Opportunity Pipeline
In the HailTrace app, you and your team can use a sales funnel called the Opportunity Pipeline to organize, track, and prioritize your leads.[5.0] How to Delete Your HailTrace Account
If needed, you can delete your HailTrace account in the mobile app.