LEARN ABOUT OPPORTUNITIES

The Opportunities section in My Oracle is your digital sales pipeline - helping you track where every lead is in their journey and what needs to happen next to convert them. Instead of guessing where clients are dropping off, you get a visual snapshot of your full sales process, from first contact to paid client.

Key Features Of Opportunities

Custom Pipelines

  • Create multiple pipelines for different services, offers, or business models.

  • Define your unique stages (e.g., New Lead → Discovery Call Booked → Follow-Up → Client Won).

  • Useful for coaches offering 1:1, group programs, or events, each with its own flow.

Drag & Drop Functionality

  • Move opportunities through pipeline stages with a simple drag-and-drop.

  • Useful for visually tracking progress and updating your sales funnel in seconds.

Contact Integration

  • Each opportunity is linked to a contact in your CRM with full access to their notes, tags, appointment history, and communication.

  • Useful for reviewing your full relationship with a lead before reaching out or making an offer.

Value Tracking

  • Assign a dollar value to each opportunity.

  • See your total pipeline value, conversion rate, and forecasted income.

  • Useful for understanding your revenue potential and setting sales targets.

Filters & Sorting

  • Filter by pipeline, stage, date, assigned team member, or lead source.

  • Useful for identifying hot leads, bottlenecks, or who needs follow-up this week.

Automation Triggers

  • Set up automations when an opportunity is created or moved to a new stage.

  • Example: moving a lead to “Follow-Up” triggers a reminder task or nurturing email.

  • Useful for saving time and staying consistent in your sales process.

Lost/Won Status

  • Mark opportunities as “Won” (converted) or “Lost” (not moving forward).

  • Analyse your close rate and find patterns.

  • Useful for improving how you handle objections or identifying drop-off points.

Why Coaches and Service Based Businesses Should Use Opportunities

  • Know Where Every Lead Stands - No more guessing if someone booked, ghosted, or needs a nudge.

  • Streamline Follow-Up - Stay in flow with your outreach and close more deals without feeling salesy.

  • Track Real Business Growth - See how much money is in your pipeline and how well your sales systems are performing.

  • Build Repeatable Systems - Use data to improve how you sell and scale your client journey with less guesswork.

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