You may want to create an opportunity or a sales lead when:

  • You get sales inquiries from walk-ins and phone calls
  • A person clicks your site address from Google Ad Words or visits your website directly and fills in an Enquiry Form such as Contact Details. If you wish to tap this resource as an opportunity, Zenoti provides an API that comes into play as soon as the person submits the Enquiry Form. This API automatically creates an opportunity in the application. 
  • A membership expires
  • A package expires
  • You use Opportunity Campaigns

See Also

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