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Opportunities Pending Follow Up - For the day report (v1)

Sales owners and center managers can use this daily report to view the opportunities that are pending long and must be followed up

Column

Descriptions

Opportunity#

Unique code that identifies the opportunity

Title

Opportunity name and details

Sales Owner

Sales owner of the center

Guest

Guest's name

Status

Status of the opportunity

  • Active: Guest enquired about an item and visited the center

  • Lead: Guest is active and wants to purchase an item at a later date

  • On Hold: Guest is not sure about purchasing the item

  • Lost: Guest is not happy with the visit and is not interested to purchase the item anymore

  • Won: Guest purchased the item

Follow-up Date

Date on which the sales owners must follow up with the guest