">

****Objective:****Adjust the value of an opportunity to reflect changes in client spending.

****Steps:****

****Understanding the Change:****

* Occasionally, clients may decide to spend more on additional services, either before or after their booking. When this happens, it's essential to update the opportunity value accordingly.

****Why Update?****

* By reflecting accurate spending, you signal to platforms like Facebook about the types of clients you're engaging. This can help with targeting higher-spending clients in future ad campaigns.

****How to Update:****

* Access the specific opportunity in your system.
* Click on the opportunity value section.
* Note: This is also possible on the mobile app.
* Enter the new value, reflecting the increased spending. For instance, adding an extra £179.

****Verification:****

* Review the updated value, ensuring it now correctly displays on your dashboard. E.g., seeing £500 in the closed column.

****Conclusion:****Regularly updating opportunity values ensures accurate reporting and better targeting for future marketing efforts. This practice can optimize ad spend and target clientele more effectively. Remember to always keep your records updated to reflect real-world changes.

Update Opportunity Value - Desktop 

Update Opportunity Value 

Was this article helpful?