Repeat Sales Opportunities

Repeat sales opportunities are ideal for keeping customers with regularly occurring
events like birthday parties, periodic services, or regular maintenance. Think of it as a digital sticky note to remind you to reach out to your customers again. They allow you to proactively contact your customers to grow your business.

How to Create a Repeat Sales Opportunity

There are two places to create a repeat sales opportunity:

  1. When you change an order from a quote to an open order.
  2. When you accept payment for an order.

When either of these events occur you will be shown the following SmartBoard:

To create a repeat sales opportunity, press the radio button beside "Remind me to contact this customer again".

A calendar will then appear where you can set the date to remind yourself to contact your customer.

To view your repeat sales opportunities, go to the repeat sales opportunity report located in the reports menu item.

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