Sales and Opportunities

Increase your business potential by keeping track of your Sales and Opportunities

Urmilla Chandran avatar Jishnu Ramakrishnan avatar S
30 articles in this collection
Written by Urmilla Chandran, Jishnu Ramakrishnan, and Sai Kumar Sunkara
General

What is an Opportunity or a Sales Lead?

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Written by Urmilla Chandran
Updated over a week ago

Create sales stage rules

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Written by Sai Kumar Sunkara
Updated yesterday

When to Create an Opportunity?

Learn all about when you would want to create a sales lead
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Written by Urmilla Chandran
Updated over a week ago

Use Sales Opportunities to Impact Business

Tips on how you can use opportunities to boost your financials
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Written by Urmilla Chandran
Updated over a week ago

Search for Opportunities or Sales Leads

Learn how to quickly find your opportunities
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Written by Urmilla Chandran
Updated over a week ago

Reassign Sales Leads to New Owners

Select multiple opportunities and reassign to new sales owners
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Written by Urmilla Chandran
Updated over a week ago

Create a New Opportunity or a Sales Lead

Learn how to create a new sales opportunity/lead in Zenoti
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Written by Urmilla Chandran
Updated over a week ago

How to Send Automated Notifications to the Sales Owner

Learn about organization level configuration to let sales owners receive automated emails and messages on the opportunities they own
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Written by Urmilla Chandran
Updated over a week ago

Save Search Criteria for Opportunities or Sales Leads

Learn how to save search criteria based on keywords for easy follow-up with guests
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Written by Urmilla Chandran
Updated over a week ago

Create Email Reminders and Opportunities when a Package Expires

Learn how to create an opportunity when a guest's package is due to expire
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Written by Urmilla Chandran
Updated over a week ago