To ensure that your business grows, it is important for you to track opportunities that Zenoti creates automatically for membership renewals.
To view and track opportunities that have been created for membership renewals
- On the main menu, click Sales.
- Go to Tracking > Opportunities. Zenoti lists all the open opportunities.
Use the search filters to find specific opportunities. You can enter or select values for one or more of the Keyword, Type, Owner, Guest, Priority and Status fields, and click Search.
Note: You can view opportunities for all your centers if you are in the organization view or the organization level. If you are in the center view, you will only see opportunities relevant to your center.