What Are Sales Opportunities?
Sales Opportunities are a powerful tool that helps you manage your sales processes and predict when your products are most likely to be sold.
By focusing on the areas where your products are most likely to sell, you can customize your Sales Opportunities and make the selling process faster and more efficient. So if you're ready to take your sales game to the next level, give our Sales Opportunities feature a try. With its powerful insights and customizable settings, it's the perfect tool to help you maximize your sales potential, including holding them accountable with this report.
How to Create and Configure Sales Opportunities
To add a Sales Opportunity to your Clientbook Dashboard, follow the steps below:
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Click on the Setup tab located at the top of your Dashboard. Then click on the Sales dropdown, followed by Sales Opportunity
- Click on Add Opportunity Type.
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Create an Opportunity
- Sales Opportunity Name: Choose a name for this opportunity. For example, "Engagement Ring".
- Dollar Amount: Enter the average dollar amount for a sale of this type.
- Days to Close: Enter a goal for the average number of days it should take to close this deal.
- Link a Sales Trigger: If your point of sale is integrated with Clientbook, you have the option to link Sales Opportunities to Sales Triggers. A sale that matches this trigger will automatically transition that sales opportunity to the closed/won stage for this pipeline.
- Sales Opportunity Name: Choose a name for this opportunity. For example, "Engagement Ring".
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Then, add stages to your Opportunity. Each stage represents a part of the selling process. Click on Add Stage and enter a Stage Name. Add the probability that your product sells at this stage in the Opportunity.
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Add more stages to your newly created Opportunity. The more you add, the more effective your sales tracking will be.
If you have any questions or issues regarding Sales Opportunity, please contact our support team at support@clientbook.com or (385) 352-3518.