Create Opportunity

What is This?

Create an opportunity for every sale deal with regards to membership or packages in your center. Enter all other relevant details for the opportunity. Create the guest by clicking the 'Add New Guest' link if the guest does not exist.

What Next?

  • Review the opportunity daily reports to look at opportunities modified on a particular day or opportunities that are past follow up date.
  • Custom fields can be created for opportunities to capture additional data for an opportunity.

Tips

Be sure to enter all information for an opportunity such as, guest name, sales owner, follow up date, status, and so on. This information is reflected in Opportunity daily reports which are sent to the owner each day.

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