Sales and Opportunities

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

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

Sales and Opportunities Handbook

Written by Jishnu Ramakrishnan
Updated over a week ago

General

What is an Opportunity or a Sales Lead?

Written by Urmilla Chandran
Updated over a week ago

Create sales stage rules

Written by Sai Kumar Sunkara
Updated yesterday

When to Create an Opportunity?

Learn all about when you would want to create a sales lead

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

Written by Urmilla Chandran
Updated over a week ago

Search for Opportunities or Sales Leads

Learn how to quickly find your opportunities

Written by Urmilla Chandran
Updated over a week ago

Reassign Sales Leads to New Owners

Select multiple opportunities and reassign to new sales owners

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

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

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

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

Written by Urmilla Chandran
Updated over a week ago

Opportunities for Memberships

Create Opportunities for Membership Renewals: Overview

Learn how Zenoti can create an opportunity every time a membership is due to expire

Written by Urmilla Chandran
Updated over a week ago

Create Opportunities for Membership Renewals Automatically

Written by Urmilla Chandran
Updated over a week ago

Assign a Sales Owner for a Center

Learn how to assign an opportunity owner and why assigning such an owner for a center is important

Written by Urmilla Chandran
Updated over a week ago

View Opportunities Created for Membership Renewals

Written by Urmilla Chandran
Updated over a week ago

Create an Opportunity when a Membership Expires

Written by Urmilla Chandran
Updated over a week ago

Create an Opportunity when a Recurring Membership Expires

Written by Urmilla Chandran
Updated over a week ago

Create an Opportunity when a Non-Recurring Membership Expires

Written by Urmilla Chandran
Updated over a week ago

Sales Opportunity Categories

Create Opportunity Categories

Determine the categories for your sale opportunities by creating call dispositions, sale stages, and sources

Written by Urmilla Chandran
Updated over a week ago

Create Call Dispositions

Learn what call dispositions are and how you can create them in Zenoti

Written by Urmilla Chandran
Updated over a week ago

Create the Stages of Sale or Opportunity

Use default sales stages or create new sales stages based on your business need to associate with a sales opportunity

Written by Urmilla Chandran
Updated over a week ago

List the Sources of Sales Opportunities

Create a list of sources from where guests learned about your business

Written by Urmilla Chandran
Updated over a week ago

Reports

Reports for Opportunities or Sales Leads: Overview

Lists reports such as a list of opportunities, pipeline and conversion reports, and opportunities modified and pending follow-up.

Written by Urmilla Chandran
Updated over a week ago

Sales Conversion Summary Report

Written by Urmilla Chandran
Updated over a week ago

Sales Conversion Details Report

Written by Urmilla Chandran
Updated over a week ago

Pipeline by Status Report

This report helps you track revenue estimates that is in the pipeline

Written by Urmilla Chandran
Updated over a week ago

Report: Pipeline by Owner

Written by Urmilla Chandran
Updated over a week ago

Report: List of Opportunities

Written by Urmilla Chandran
Updated over a week ago

Opportunities Modified Daily Report

Written by Urmilla Chandran
Updated over a week ago

Opportunities Pending Follow Up Daily Report

Written by Urmilla Chandran
Updated over a week ago