Event Opportunities

The Event Opportunities item shows clients scheduled for events today or tomorrow who are candidates for purchasing additional events.

For more information about using the DataTrak Scheduler, see the Scheduler topic of DataTrak Help.

Opportunities are classified as Low, Medium, or High. Opportunity levels are displayed on the item by color. For more information about opportunities, see the Opportunity Level Setups topic of DataTrak Help.

Classify opportunities from the Edit Event page. From the Calendar, click the Event name, and then use the Opportunity menu to set an opportunity level.

The following image shows an example of the Event Opportunities item.

Items-EventOpportunities.png

The following table shows the filters and settings available for the Event Opportunities item.

Event Opportunities Item Options

Sidebar menu Category

Sales/Receivables

Members

Club Selection

Multiple

Timeframes

Today

Tomorrow

Opportunity Level Filters

All

Low

Medium

High

Employee Filters

All Employees

By Department

By Individual Employee (must select Department First)

More Links

Calendar (Schedule>Calendar)

Manage Event (Schedule>Events)