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Sales and Opportunities
Sales and Opportunities
Increase your business potential by keeping track of your Sales and Opportunities
29 articles in this collection
Written by
Urmilla Chandran
and
Jishnu Ramakrishnan
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
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