Opportunity

What is an opportunity or a sales lead?

An opportunity or a sales opportunity is essentially a sales lead that represents a potential customer who could potentially purchase a service or a product from you. You can use opportunities to sell memberships, packages, products, or services.

You can create an opportunity for any guest or caller who expresses interest in purchasing a membership, package, product, or service but has not yet made the actual purchase. Zenoti makes it easy for you to create opportunities or sales leads when a membership or package is due to expire. An opportunity is, therefore, a potential sale to a new or existing customer that you have not yet closed.

Help Articles

Create a new opportunity
Create an opportunity when a membership expires
Create opportunity categories

API workflow

This collection of APIs provides an interface from which you can search for an employee, search for a guest, create an opportunity for the guest, and add notes for the created opportunity.

You can use the following APIs to construct the input of an opportunity.

Search for a guest or create a guest.
List all employees of a center
Retrieve the metadata of an opportunity

After you obtain the required information, create an opportunity by using this API:

Create an opportunity

After creating an opportunity, you can retrieve the details of the opportunity, edit the opportunity, and add notes for the opportunity by using these APIs:

Retrieve an opportunity
List all opportunities
Edit an opportunity
Add notes to an opportunity
List the notes of an opportunity