Manage opportunities
You can view and track a list of sales opportunities for memberships, packages, products, and services. You can also update the call dispositions and the follow-up dates for opportunities based on conversations with guests.
View a list of opportunities
On the guest profile, click the Opportunities tab.
To view the name of the opportunity, see the Name column.
To view the type of opportunity, such as whether the opportunity is a membership or a package opportunity, view the Type column.
To view the source of the opportunity, such as whether the opportunity came from online ads on LinkedIn, Instagram, Facebook, print ads, or word of mouth, view the Source column.
View opportunity details
On the guest profile, click the Opportunities tab.
Click the name of the opportunity to view further details.
Update the sales owner
On the guest profile, click the Opportunities tab.
From Sales Owner drop-down list, select the name of the new owner.
Specify the call disposition
On the guest profile, click the Opportunities tab.
From Calls Disposition, select the call disposition such as Call back later, Interested, Not Interested, Call Disconnected, from the drop-down list.
Change the follow-up date
On the guest profile, click the Opportunities tab.
From Follow Up Date, click the date and select the new follow-up date from the calendar.
Other actions
Action | Perform these steps | Notes |
Update the sales stage of the opportunity |
| Sales stages could include stages such as Lead, Prospect, Active, On Hold, Won, and Lost. |
Add or view notes for the opportunity |
| You can see the notes and view details such as who created them and when. |
Change the priority of the opportunity |
| You can update the priority of an opportunity such as from Medium to High. |