In-store Opportunities
This module will allow you to see all opportunities created via a store visit, an appointment task, a passer-by or unidentified. If you want to see by lead type separately, you have the options: All opportunities / Web opportunities / Call opportunities
Don't forget to configure your filters and your views to have your precise statistics.
DEFINITION OF THE BOXES
The number is the total number of opportunities and the number in parenthesis is the percentage distribution of opportunities received. *Don't forget that the numbers are related to your top and bottom checked filters*.
All opportunities
The total number of opportunities created when a customer comes into the store (walk-in), opportunities from a phone or web request with a registered meeting.
Not identified
Walk-in
With appointment (appointment task)
2 Meetings
Take over
The number of opportunities that had a take over from the manager. A take over is a term used in sales when the manager supports the seller in his sale.
Unassociated visits (See the following article to see how to associate a visit)
Sales
The number of total sales that had no visits or one appointment made. The percentage represents the percentage of opportunities repaired. So in this case, 382 sales out of 554 opportunities = 69%.
Walk-in Sales
Appointment Sales
2 Meeting Sales
With Appointment
Delivered Vehicles
Related Articles
Call Opportunities
This module will allow you to see all opportunities created via an inbound or outbound call. If you want to see by lead type separately, you have the options: All opportunities / In-store opportunities / Web opportunities Don't forget to configure ...All opportunities
This module will allow you to see all the opportunities gathered in one window. If you want to see by lead type separately, you have the options below: In-store opportunities / Web opportunities / Call opportunities Don't forget to configure your ...Web opportunities
This module will allow you to see all opportunities created via a web request (Form, Email, SMS, External supplier, Facebook, Chat). If you want to see by lead type separately, you have the options: All opportunities / In-store opportunities / Call ...In-store visit
When a customer comes into the store, he or she is a Passerby. If you are planning an in-store meeting with the customer, I invite you to read this article. The salesperson meets the customer, creates a customer record and an opportunity for the ...List of Opportunities
A quick tool to see the client Opportunity Cards including the cards actions and statistics. Please note that only users with the Sales manager/Director role can access this page. Where to fund Opportunities Sales -> Opportunities list Begin by ...