Release Updates
Ask AI
Create a Sales Opportunity in Zenoti
On this page
Creating a New Sales Opportunity in Zenoti
Step 1: Access Opportunities at the Organization Level
Step 2: Add a New Opportunity from Organization Level
Step 3: Access Opportunities at the Center Level
Step 4: Start Creating a New Opportunity
Step 5: Enter Basic Opportunity Details
Step 6: Assign Ownership and Priority
Step 7: Specify Opportunity Type and Stage
Step 8: Set Call Disposition
Step 9: Enter Pricing Information
Step 10: Define Follow-Up and Expected Close Dates
Step 11: Add Additional Information and Save
