Optimizing Sales Opportunities

Why Use Sales Opportunities?

Sales Opportunities help your team track and manage leads effectively, ensuring consistent follow-ups and proactive engagement to bring customers back into the store. They are especially useful for high-value products that require additional communication and effort to close a sale.

Acting as a built-in assistant, Sales Opportunities in Clientbook allows you to:

• Log client interactions

• Track progress in the sales process

• Set reminders for timely follow-ups

• Ensure no lead falls through the cracks

By customizing Sales Opportunities to match your team’s follow-up structure, you can streamline the sales process while keeping clear visibility into where each customer stands. Sales Opportunities are organized into stages, which can be tailored to reflect your specific sales process.

• To learn how to customize your Sales Opportunities, click here! 

This system not only improves customer satisfaction but also increases your team’s ability to close more sales.

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How to Use a Sales Opportunity

The steps below are the same for both the mobile app and the Dashboard, though the video and screenshots provided are from the mobile app.

1. Navigate to your client's profile 

   • Navigate to the Clients tab and search for the client.
     
      

2. Start a Sales Opportunity

   • On the client profile, tap the + icon next to Sales Opportunities.

   • Select the appropriate Sales Opportunity from the list. (These are pre-configured based on your store’s setup. - To learn how to configure Sales Opportunities, click here!)

     
      

3. Choose who owns the Sales Opportunity

   • If you are assigned to the client you can skip this step. You will automatically be assigned to "own" the sales opportunity.
   • If you are not assigned to the client you will see a pop-up that asks if you would like to own the Sales opportunity, or if the associate assigned to that client should own it. 
     
      

4. View the Sales Opportunity 

   • The opportunity is now created with a default expected close date and dollar amount.
   • It will appear on the client profile and the Today Page.
   • Any pre-configured reminders or auto messages will be triggered automatically.    
     
      

5. Customize the Sales Opportunity Details

   • Tap the 3 Vertical Dots of the Sales Opportunity to open the details page.
     
   • Here, you can update:
     • Name
     • Budget / Dollar amount
     • Expected close date
     • Stage
     • Notes
   • Click Save to apply changes.
     
      

6. Add Notes & Track Activity

   • The Activity section provides a timeline of updates, helping you track progress.
   • Use the Notes section to document interactions or important client details.
     
      

7. Update the Sales Stage

   • Tap Change to move the opportunity to a new stage.
   • If configured, new reminders and auto messages will trigger based on the updated stage.
     
      

8. Mark an Opportunity as Sold or Lost

   • Once an opportunity is marked as Sold or Lost, it will no longer appear on the Today Page or the Quick View page on the client's profile.
   • To view past opportunities, go to the client’s profile and tap View All under Sales Opportunities.