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 this week

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 this week

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 this week

How to Upload Your Clients

This tutorial helps guide you through the process of uploading your client list.

Written by Heather Caye
Updated this week