--- title: How to Convert Opportunities into Booked Appointments description: How to Convert Opportunities into Booked Appointments --- [Skip to content](https://help.steercrm.com/knowledge/how-to-convert-opportunities-into-booked-appointments#main-content) English Show submenu for translations [![Steer_AutoOps_Brand_Marks-all-white](https://help.steercrm.com/hs-fs/hubfs/Steer_AutoOps_Brand_Marks-all-white.png?width=100&height=34&name=Steer_AutoOps_Brand_Marks-all-white.png)](https://help.steercrm.com/knowledge?hsLang=en) - Events & Webinars Show submenu for Events & Webinars - [2026 July Town Hall](https://steer.io/events/july-town-hall-2026) - [All Recorded Events](https://steer.io/events) - Campaign Templates Show submenu for Campaign Templates - [Email Templates](https://steer.io/email-templates) - [Post Card Templates](https://steer.io/direct-mail-postcards) - [Letter Templates](https://steer.io/direct-mail-letters) - Video Tutorials Show submenu for Video Tutorials - AutoOps Tutorials - Steer Tutorials - Steer Phones Tutorials - Login Show submenu for Login - [AutoOps Dashboard](https://dashboard.autoops.com) - [Steer Dashboard](https://app.steercrm.com) - [Steer Phones Dashboard](https://phones.steerphones.com) Open main navigation Close main navigation - Events & Webinars Show submenu for Events & Webinars - [2026 July Town Hall](https://steer.io/events/july-town-hall-2026) - [All Recorded Events](https://steer.io/events) - Campaign Templates Show submenu for Campaign Templates - [Email Templates](https://steer.io/email-templates) - [Post Card Templates](https://steer.io/direct-mail-postcards) - [Letter Templates](https://steer.io/direct-mail-letters) - Video Tutorials Show submenu for Video Tutorials - AutoOps Tutorials - Steer Tutorials - Steer Phones Tutorials - Login Show submenu for Login - [AutoOps Dashboard](https://dashboard.autoops.com) - [Steer Dashboard](https://app.steercrm.com) - [Steer Phones Dashboard](https://phones.steerphones.com) - English Show submenu for translations - [Support](mailto:help@steer.io) [Support](mailto:help@steer.io) How can we help you? - There are no suggestions because the search field is empty. 1. 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[Opportunity Hub/Today's Call List](https://help.steercrm.com/knowledge/steer-ultimate?hsLang=en#opportunity-hub-todays-call-list) September 10, 2025 # How to Convert Opportunities into Booked Appointments #### ![Updated Opp Navigation ](https://help.steercrm.com/hs-fs/hubfs/Knowledge%20Base/Updated%20Opp%20Navigation%20.png?width=688&height=350&name=Updated%20Opp%20Navigation%20.png)**Go to the Opportunity Page** - Access  the Opportunity Hub > **Today's Hot List** from your Steer dashboard. - You’ll see a list of customer-vehicle pairs, each with an Opportunity Score (Very Hot, Hot, Warm, Cold), last visit date, and key signals. #### **Review Key Signals** - Each entry shows up to two color-coded signals (e.g., “3 open quotes”, “180 days since last visit”). - Best Practice: Reference these signals directly in your outreach to show you understand the customer’s needs. #### **Use the Talk Track** - Click into the “Talk Track” for each opportunity. This section gives you a tailored script or conversation starter based on the customer’s score and signals. - Example: “Hi \[Name\], I noticed your \[Vehicle\] hasn’t been in for service in over 6 months and you have an open quote. Can I help you schedule your next visit?” #### **Use Quick Actions** - Use the Quick Actions buttons next to each opportunity: - **WON:** Mark to WON or book Appt directly from this page. - **LOST**: Mark if the customer declines or is not interested and add a Lost reason. - **TODO**: Set a reminder to follow up later. - Best Practice: Always update the status after each interaction to keep your Opportunity Page current and actionable for you and your team. #### **Use Multi-Channel Outreach** - Use the contact info provided to call, text, or email directly from the Opportunity Page. - Best Practice: If you don’t get a response via one channel, try another. #### **Track Your Results** - Every time you interact with an opportunity, a To-Do is created for follow-up. - Regularly review which actions and messages are getting the best response and adjust your approach as needed. #### **Opportunity Page Best Practices Checklist** - Always start your day on the Opportunity Page. - Personalize every outreach using the signals shown. - 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