Create rules to update the sales stage of opportunities automatically when guests book appointments. Using sales stage rules will reduce manual efforts in managing sales stages in opportunities.
For example, your organization has defined sales stages as Prospect, Lead, Consult, On Hold, and Won.
You can create a rule to update the sales stage of an opportunity from Lead to Consult if a guest books an appointment for a Botox Consultation.
You can create another rule to update the stage from Consult to Won if the guest books an appointment for Botox Service.
You can also configure this rule to update the sales stage from Won to On Hold when the guest subsequently cancels the appointment or doesn't show up for the service.
Note: To create sales stage rules, you must have the Configure Rules security role permission.
At the organization level, click the Sales icon and go to Tracking > Sales Stage Rules.
From the For Opportunity type list, select the required opportunity types. You can select multiple or all opportunity types. While executing the rule, Zenoti will update the sales stage of opportunities with selected opportunity types.
From the If appointment is booked for list, select the applicable services. Zenoti will execute the rule if an appointment is booked for the selected services.
From the Change sales stage from list, select the applicable sales stages of opportunities.
From the To sales stage list, select the stage to which you want to update the opportunity.
You can also select the sales stages to update the opportunity when the guest cancels the appointment or doesn't show up for the service.
Click Add Rule.