User: Administrator

Sales opportunities are potential leads for your business. It is therefore important to define the disposition, stage, and source of an opportunity to improve your marketing or sales strategies. 

Zenoti provides new menu option under Admin > Categories called ‘Opportunities’ and three sub menus under Opportunities namely: Dispositions, Stages, and Source. 

You can do the following actions using the sub menus:

  1. Create Call Dispositions  
  2. Create the Stages of Sales or Opportunity
  3. List the Sources of Sales or Opportunities


See Also

Unable to see Opportunity Categories Menus

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