Work Sales Opportunities

Sales Opportunities are created when...

• you've created a new Lead in the system but they didn't schedule an Appointment 
• when a lead sat for an Appointment but did not commit to a purchase
• after a Sale has been completed to remind your team to cross sell other products/services
• when an Account is interested in more than one Product Category 

The Sales Opportunity tracks how the lead heard about your business and what they are interested in purchasing, as well as the Taken On date, the Source, Source Type and the Taker of the lead.

In addition, a Task related to the Sales Opportunity is also opened, and will be Due based on triggers within the system. For example: when a new lead comes in, the "Set Appointment" Task will be Due that same day. 

Create a List View on the Tasks object to isolate "Set Appointment" Tasks that are not completed, and are Due to be called: 

Review the importance of tracking multiple Interests as separate Sales Opportunities.