Mastering the Sales Opportunities Tab: A Comprehensive Guide

Description:

The Sales Opportunities tab is your new secret weapon for capturing high-conversion deals that might otherwise slip through the cracks. This in-depth, step-by-step guide will walk you through everything you need to know to use it effectively.

What Is the Sales Opportunities Pop up and Tab?

The Sales Opportunities Tab surfaces unclosed leads that, due to the customer not responding after they’ve committed, technical hiccups, or escalated conversations for customers who have committed to the offer, didn’t convert after all that our system could do to sell the customer. Instead of letting these “almost-wins” fade away, the popup (and tab) brings them back into your workflow—fully personalized to each user and branch—so you can take actions on those opportunities and reclaim revenue.

Key Behaviors:

• Once-Daily Appearance: To avoid notification overload, the popup appears at most once every 24 hours per user.
  

• “Always On” Opportunities Tab: accessible at any time to visually keep track of high opportunity actionable items.
  

• Flexible tracking of Opportunities: When you take action on an opportunity, that opportunity will remain in the tab until you mark it as actioned. This allows you to track the opportunity and ensure it gets proper attention until desired result is achieved. Mark item as “actioned” once you have achieved desired result to remove it from the list.

Why You Need It

1. Prevent Lost Revenue
   Sellify AI tries its best to handle all sales end to end. But, at times, there might be limitations to what the software can do, stalls in customer communication (due to lack of response from the customer), or technical issues (maybe the conversation stalls or the AI isn’t able to close the sale). The Sales Opportunities Popup, and tab, ensures these near-misses don’t become permanently lost.
   

2. Stay Laser-Focused
   By highlighting only active, high-intent leads once per day, you avoid “opportunity fatigue” and can zero in on the prospects most likely to convert.
   

3. Branch-Level Personalization
   Each branch sees only its own opportunities. Team members never wade through irrelevant leads, so follow-up is both faster and more accurate.

How It Works: Behind the Scenes

1. Lead Capture & Flagging

   • Whenever a lead interaction ends without closing, Sellify AI flags it as a Sales Opportunity.

     
     

2. Daily Popup Trigger

   • At the start of your workday (or first login), you’ll see the popup listing top-priority opportunities for your branch.

     
     

3. Action & Dismissal

   • Click into any opportunity to view the full conversation history, customer data, and next steps. Once you send a follow-up message, dial the number, or update the CRM status, the system automatically removes that lead from your popup queue.

     
     

4. Ongoing Rotation

   • Unacted-upon leads will re-appear the next day, ensuring you never lose track of valuable prospects. You can also access this at any time via the opportunities page.

Navigating the Sales Opportunities Page

For a detailed view and advanced management, go to app.sellifyai.com/sales/opportunities. Here’s how to use everything on this page:

1. Header & Filters

   • Branch Selector: Switch between your assigned branches.
     

   • Date Range: Filter opportunities by when they were first flagged.
     

   • Status Tabs: Toggle between “New,” “Pending Follow-Up,” and “Re-engaged” opportunities.
     

2. Opportunities Table
   

   

   
   

3. Conversation History

   • Click on the opportunity to reveal conversation.
     

   • Once chat opens it will show- customer’s past interaction, conversation, reason the conversation needs intervention
     

   • Toggle on or off the manual follow up or auto response.
     

   • We encourage calling the customer if they have been unresponsive over text.
     

   • Inline buttons to log custom notes or schedule a reminder.

Pro Tips for Maximum Impact

• Batch Your Follow-Ups: Dedicate a 30-minute window each day to clear your popup queue. This prevents opportunities from piling up.
  

• Personalize Every Message: Use the customer’s name and reference the original interaction (e.g., “I noticed we missed connecting last week…”). Personalization boosts response rates by 25%.
  

• Leverage CRM Insights: Before reaching out, review the customer’s past services and property details—then tailor your offer (e.g., “Since you had a termite inspection last season…”).
  

• Monitor Metrics: Track your “Opportunities Closed” rate in the analytics tab to measure ROI and identify which branches convert best.
  

• Call and leave a message if a customer has been unresponsive over text. 

Next Steps

Today’s nearly-missed sale can become tomorrow’s new booking—if you have the right tools. The Sales Opportunities Popup is built to keep you on top of every high-value lead without adding manual overhead.

1. Log in to see your first batch of opportunities.
   

2. Clear Your Queue daily for sustained revenue lift.
   

3. Follow up swiftly to ensure max opportunity.

Happy selling!