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 a menu option, Opportunities, at the organization level Admin > Categories > Opportunities and three sub menus under it namely: Dispositions, Stages, and Source. 

Before You Begin

An administrator must have the Opportunity Properties (Add, Edit, Delete) permissions to be able to view the Opportunities menu and the sub menus (Admin > Organizations > Organization > Security Roles > Name of the security role> Permissions tab > Administrator > Opportunity Properties).

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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