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Client Management
Client Management
How to manage clients, opportunities, and sales pipelines.
4 articles in this collection
Written by
Matt Grassmyer,
Heather Caye,
and
Amanda Raggio
How to download/view instant hail history
In this article you will be shown how to download an instant hail report with all of the data in HailTrace on a specific address.
Written by
Amanda Raggio
Updated over a week ago
How do I get a list of my clients impacted by a storm?
Learn how to download an Excel spreadsheet of your Hail Trace clients and see what hail size hit each client.
Written by
Matt Grassmyer
Updated over a week ago
How to Integrate Your Job Nimbus and Hail Trace Accounts
This article explains the process of integrating your Job Nimbus and Hail Trace together
Written by
Heather Caye
Updated over a week ago
How to Upload Your Clients
This tutorial helps guide you through the process of uploading your client list.
Written by
Heather Caye
Updated over a week ago