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Follow Up With Guests in Opportunities

Use the opportunity board to prioritize interested guests, coordinate follow-up, and record won or lost outcomes.

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Written by Petar Ojdrovic

Opportunities is Yada's revenue follow-up board for guests who may book, extend, or accept an offer.

Understand the stages

  • New: outreach was sent and is waiting for a reply.

  • In Progress: the guest replied and follow-up is needed.

  • Won: the booking or revenue outcome was confirmed.

  • Lost: the opportunity is no longer active.

Find priority work

Filter by source, creation window, contacted state, and channel. Sort by value or activity when you need to focus on high-value or recently engaged guests.

Open and follow up

Open a card to review its contact, listing, stay, source, value, channel, and activity. Mark the record contacted, use the supported follow-up action, or open the related Inbox conversation.

Keep the board accurate

Drag cards between stages or update status from the detail view. Confirm revenue before marking Won. Archive inactive work as Lost so active totals remain useful.

Coordinate automation

Review the configured opportunity-nurture journey or Deal Agent. Avoid running overlapping systems that could send competing replies.

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