Sales Opportunities in Clientbook give your team a structured way to track potential sales from start to finish. Whether a customer walks into your store to browse engagement rings, asks about furnishing a new home, or starts shopping around for a custom suit, Sales Opportunities help you stay organized and follow up consistently until the deal closes.
This article explains how Sales Opportunities work, what the key concepts are, and where to find everything in the app. If you're looking for step-by-step setup instructions or daily usage tips, we'll point you to the right articles along the way.
What Are Sales Opportunities?
A Sales Opportunity is essentially a mini sales pipeline attached to a specific client. When you identify a customer who is interested in a product but hasn't purchased yet, you can add a Sales Opportunity to their profile. This lets you and your team:
- Track where that customer is in the buying process
- Set and receive follow-up reminders so no lead falls through the cracks
- Log notes and interactions related to that potential sale
- Trigger automated messages or reminders at each stage
- Give managers visibility into the sales pipeline through reports
Sales Opportunities work best for higher-value products where the customer may need additional time, information, or follow-up before making a purchase.
Key Concepts
Opportunity Types
Your store can have multiple Opportunity Types, each representing a different kind of sale. For example, a jewelry store might have separate types for "Engagement Ring," "Custom Design," and "Repair." Each type can have its own default dollar amount, target number of days to close, and set of stages.
Opportunity Types are configured by a manager or admin in the Dashboard under Setup > Sales > Sales Opportunity.
For step-by-step setup instructions, see: How to Set Up Sales Opportunities.
Stages
Each Opportunity Type is broken into stages that represent steps in your sales process. Stages are fully customizable, so you can tailor them to match how your team actually works. Common examples include stages like "Open," "Follow-up," "Proposal Sent," "Closed/Won," and "Lost."
Every stage has a probability percentage that reflects how likely a sale is to close at that point. For instance, a "Follow-up" stage might be set at 25%, while "Proposal Sent" might be 75%. These percentages feed into the Weighted Pipeline calculation in your reports, helping managers forecast expected revenue.
How the default stage works: When you add a Sales Opportunity to a client's profile, it will automatically start at whichever stage has the lowest probability percentage above 0%. So if your stages are Lost (0%), Inquiry (10%), Open (50%), and Sold (100%), new opportunities will default to the Inquiry stage.
For more on how to think about stages, see: What Are Sales Opportunity Stages For?
Automation and Reminders
One of the most useful parts of Sales Opportunities is the ability to attach automated messages and reminders to each stage. When a client enters a specific stage, Clientbook can automatically send them a message, create a reminder for the associate, or both.
For example, you could configure the first stage to automatically send a same-day message like: "Hey [Client Name], it was great working with you today. I'd love to help you find the perfect piece. Don't hesitate to reach out if I can help!"
This means associates can simply add the opportunity to a client's profile and let Clientbook handle the initial follow-up automatically.
For tips on configuring automation effectively, see: Auto Reminders/Messages Best Practices.
Linking to Sales Triggers
If your point of sale system is integrated with Clientbook, you can link a Sales Opportunity to a Sales Trigger. When a sale comes through that matches the trigger criteria, Clientbook will automatically move the associated opportunity to the Closed/Won stage. This eliminates the need to manually update the opportunity when a deal closes through your POS.
How Sales Opportunities Work (The Workflow)
Here's the typical flow from setup to close:
1. A Manager Configures Opportunity Types
Before associates can start using Sales Opportunities, a manager or admin needs to create at least one Opportunity Type. This is done in the Dashboard under Setup > Sales > Sales Opportunity. During setup, you'll define the name, default dollar amount, days-to-close goal, stages, probabilities, and any automation (auto-messages or reminders) attached to each stage.
Full setup walkthrough: How to Set Up Sales Opportunities
2. An Associate Adds an Opportunity to a Client
When an associate identifies a potential sale, they navigate to the client's profile and tap or click the "+" icon next to the Sales Opportunities section. They then select the appropriate Opportunity Type from the list. The opportunity is created with default values (expected close date, dollar amount) based on the configuration.
If the associate adding the opportunity is not the one assigned to that client, a prompt will appear asking whether the associate or the assigned owner should manage the opportunity.
Full daily usage walkthrough: Optimizing Sales Opportunities
3. The Associate Works the Opportunity
Once the opportunity exists on a client's profile, the associate can:
- View and update the opportunity's details (dollar amount, expected close date, notes)
- Move the opportunity between stages as the sales process progresses
- Complete reminders and follow-up tasks on the Today Page
- Add notes to track conversations and interactions
Active Sales Opportunities appear on the Today Page, so associates always have visibility into their open deals and any overdue follow-ups.
4. The Opportunity Closes
When the customer makes a purchase, the associate marks the opportunity as Won (or Sold, depending on how your stages are named). If the customer decides not to buy, the associate marks it as Lost. If the opportunity is linked to a Sales Trigger and the purchase comes through the POS, it may close automatically.
Where to Find Sales Opportunities in the App
Client Profile: Each client's profile has a Sales Opportunities section where you can see all active and past opportunities for that client.
Today Page: Active and overdue Sales Opportunities appear on the Today Page so associates can manage their open deals alongside reminders and payment requests. The name of this section can be customized by your admin (for example, some stores rename it to "Special Orders").
Dashboard Reports: Managers can track opportunity activity using the Sales Pipeline Report and the Associate Sales Pipeline Report, both available under the Reports section of the Dashboard.
Learn more about reporting: Sales Pipeline Report
Real-World Examples
Jewelry: A customer visits your store to look at engagement rings but isn't ready to buy. You add a "Bridal" opportunity to their profile. Clientbook sends an automatic thank-you message, and reminders prompt the associate to check in over the following weeks.
Furniture: A client is building a new house and needs to furnish multiple rooms. You add an opportunity to track their budget, style preferences, and follow-up timeline as the build nears completion.
Fashion: A client is shopping for suits for a wedding party but wants to compare options. An opportunity tracks the follow-up process and makes sure your team stays in touch until they secure the order.
For more examples and configuration tips, see: Sales Opportunities Configuration Best Practices.
Related Articles
- How to Set Up Sales Opportunities (admin configuration walkthrough)
- Optimizing Sales Opportunities (daily use walkthrough for associates)
- Sales Opportunities Configuration Best Practices (industry examples and tips)
- What Are Sales Opportunity Stages For? (explanation of stages and their purpose)
- Sales Pipeline Report (reporting on opportunities for managers)
- Auto Reminders/Messages Best Practices (tips for automating follow-ups)
- Reassigning Sales Opportunities (how to reassign sales opportunities in Clientbook, both individually and through client reassignment)
- How to Reassign Clients (and Open Opportunities & Reminders) in Bulk (how to reassign multiple clients at once, along with their associated opportunities and reminders)
Frequently Asked Questions
What is a Sales Opportunity in Clientbook?
A Sales Opportunity is a tracking tool that lets you follow a potential sale from the first client interaction all the way to closing. It's attached to a specific client's profile and organized into stages that reflect your sales process. You can add notes, set reminders, and trigger automated messages at each stage.
How do I add a Sales Opportunity to a client's profile?
Go to the client's profile, then tap or click the "+" icon next to the Sales Opportunities section. Select the Opportunity Type you want to use, and the opportunity will be created with default settings. You can then customize the details as needed.
Who sets up the Sales Opportunity types and stages?
A manager or admin configures Opportunity Types in the Dashboard under Setup > Sales > Sales Opportunity. This is where you define the name, default dollar amount, stages, probability percentages, and any automation.
What stage does a new Sales Opportunity start at?
It defaults to the stage with the lowest probability percentage above 0%. For example, if your stages are Lost (0%), Inquiry (10%), Open (50%), and Sold (100%), new opportunities will start at the Inquiry stage.
Can Sales Opportunities close automatically?
Yes. If your Opportunity Type is linked to a Sales Trigger and a matching sale comes through your integrated point of sale system, Clientbook will automatically move the opportunity to the Closed/Won stage.
Where can I see my active Sales Opportunities?
Active opportunities appear in two places: on the client's profile under the Sales Opportunities section, and on your Today Page. The Today Page shows all active and overdue opportunities so you can manage your open pipeline at a glance.
How do I reassign a Sales Opportunity to a different associate?
You can reassign Sales Opportunities in bulk or individually. See below:
Reassigning Clients (+ Sales Opportunities in Bulk)
Reassigning Individual Sales Opportunities
What happens to reminders if I delete a Sales Opportunity from the configuration?
If you delete reminders or auto-messages from a Sales Opportunity's configuration, any existing reminders or messages that were already created from that configuration will also be deleted. This is different from Sales Triggers, where deleting the configuration only stops future reminders from being generated.
Can I use Sales Opportunities on both the mobile app and the Dashboard?
Yes. You can add, view, and manage Sales Opportunities from both the Clientbook mobile app and the web Dashboard. The workflow is the same on both platforms.
How do managers track Sales Opportunities across the team?
Managers can use the Sales Pipeline Report to see all open opportunities, total pipeline value, weighted pipeline projections, and individual associate activity. The report can be filtered by date range, associate, and opportunity type.
Can I customize the name of the Sales Opportunities section on the Today Page?
Yes. Your admin can rename this section to better fit your store's terminology. For example, some stores change it to "Special Orders" or "Open Deals." See How to Change Label Names for instructions.