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Client Management

Client Management

How to manage clients, opportunities, and sales pipelines.

Matt Grassmyer avatar Heather Caye avatar
3 articles in this collection
Written by Matt Grassmyer and Heather Caye

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.
Matt Grassmyer avatar
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
Heather Caye avatar
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.
Heather Caye avatar
Written by Heather Caye
Updated over a week ago