Move closed appointment into sales pipeline as opportunity
Move closed appointment into sales pipeline as opportunity
Your closed appointment invoices don't create CRM opportunities, leaving revenue-ready guests untracked. Create opportunity records and set pipeline stage so reps can act the same day.
Overview
Closed appointment invoices should create actionable pipeline entries, not buried data. This flow converts each closed appointment into a staged opportunity so reps and program managers see revenue-ready guests and can follow up the same day.