Working with Potential OpportunitiesFollow
In most cases the Xeppo Sales App has pre-configured a range of sales queries that are automatically run every night, looking for regular new sales within your existing Client base.
Refer to the attached documentation for our standard list, noting your list may have been customised.
Activating or Ignoring Potential Opportunities
Potential Opportunities are just a normal Opportunity, with the status of "Potential". Your practice should be regularly viewing these and either "Activating" or "Ignoring" them.
The video below shows how to activate or ignore a Potential Opportunity.
Understanding the value of Potential Opportunities
The scope of Potential Opportunities are shown on the landing page, displayed whenever you open the Sales App.
When you are in the Search Opportunities view, the total value and number is also shown in a tile at the top of the view.
You can also filter the list to just Potential Opportunities, or even refine to particular Topics.