To quickly find your opportunities as your business grows, you can leverage Zenoti's multiple search criteria. You can then efficiently convert an opportunity or sales lead into an actual sale of a service, package, or membership. 

To search for a sales lead

  1. Ensure that you are at the Center level.
  2. Go to Sales > Tracking > Opportunities.
    The Manage Opportunities window opens.
  3. Expand the Search for Opportunities by section.
    You can now view a default set of search criteria that you can use to search for opportunities. 
  4. Enter your search criteria.
    See the section below for details. 
  5. Click Search.
    You can now view and edit opportunities that you searched for. Or, you can take the necessary follow-up action.

Zenoti provides a range of search parameters that you can use to search for opportunities. Refer to the following table for a list of such search parameters that are available by default.

  • Keyword: Enter any keyword by which you want to search for opportunities or sales leads. Example: Skin care, body massage. Important: You can save such search criteria for future use by clicking the Save Search Criteria button. 
  • Guest: Enter the name of a guest who inquired about your services, packages, or memberships to search and track opportunities by guest names.
    Important: You can save such search criteria for future use by clicking the Save Search Criteria button. 
  • Owner: Select the name of the sales owner from the drop-down list to search and track opportunities by sales owner. 
  • Status: Select the status of the Opportunity that you want to search for such as Lead, Prospect, Active, On Hold, Won, or Lost. Read: Creating a New Opportunity or a Sales Lead
  • Follow-up From: Specify dates for follow-up for an opportunity such as opportunities to follow up from the current month to the next month. This way, you can look for opportunities for this time period and take necessary follow-up action such as making calls to guests and updating them on services, packages, or memberships on offer.
    Example: If your current month is May, select 1st May here. 
  • Follow-up-To: Specify dates for follow-up for an opportunity such as opportunities to follow up from the current month to the next month. This way, you can look for opportunities for this time period and take necessary follow-up action such as making calls to guests and updating them on services, packages, or memberships on offer. Example: If your current month is May, select 30 June here. 
  • Priority: Select opportunities by Priority such as High, Medium, and Low to search for them and take necessary action.  Read: Creating a New Opportunity or a Sales Lead
  • Type: Select Opportunities by Type such as an opportunity for membership, packages, or others. 
  • Created from: Search for opportunities based on a date range.
    Example: If you want to search for opportunities that were created in the past two months, enter the Created on date (start date) here. 
  • Created to: Search for opportunities based on a date range.
    Example: If you want to search for opportunities that were created in the past two months, enter the Created to date (end date) here.

See Also
Save Search Criteria for Opportunities 

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