Questions about Campaigns and Opportunities
Question 1: How to automatically delete successful opportunities in a campaign?
Currently, the system does not support automation to automatically delete opportunities in campaigns. You can only delete opportunities manually.
To delete an opportunity in a campaign, follow these steps:
Method 1: Go to the campaign containing the opportunity you want to delete → Go to the My Opportunities tab → Click on the opportunity you want to delete → Delete.
Method 2: Go to the opportunity details page → Click the Delete button to remove the opportunity from the campaign.
Method 3: For campaign managers who also manage opportunities in the campaign, they can delete multiple opportunities by following these steps:
Click the arrow icon on the opportunity status column → Click Delete Opportunity.
Or use the Delete Opportunity feature in the opportunity list page.
Note:
For opportunities with an assigned person: Only the person responsible for that opportunity and who has permission to delete it can remove the opportunity.
For opportunities with no assigned person: Any user who has permission to view and delete opportunities can delete the unassigned opportunity.
If you are not the assigned person but have permission to view all opportunities and edit them, you need to assign the opportunity to yourself first to delete it
Question 2: How to filter and download a customer list by a specific campaign on Getfly?
To download a customer list by campaign, you need to have the "Download Customers" permission and be a related person in the campaign.
There are two ways to filter and download customers by campaign:
Method 1: Filter and Download from the Customer List page Go to Customers → Customer List → Filters → Advanced Search → Campaign (You can also add conditions such as opportunity status and opportunity creation time if needed) → Apply.
The system will display customer information that matches the search conditions. Click the down arrow in the top-right corner to Download.
The downloaded list will include the columns that you have selected to display in the customer management screen.
Note:
If you have permission to view all customers and are a related person in the campaign, you can download all opportunities in the campaign.
If you do not have permission to view all customers and are only related to the campaign, you can only filter and download opportunities where you are the assigned person.
Method 2: Download from the Campaign Details page Access the campaign you want to download from → Click the Settings button in the top-right corner → Choose Download Customers. The list of opportunities in the campaign will be downloaded.
Note:
Only the campaign manager can use the download feature for opportunities in the campaign
Question 3: How to assign opportunities in a campaign?
When using the campaign module on Getfly, you can set up automatic opportunity assignment for employees as follows:
Go to the campaign settings screen by creating a new campaign or editing an existing campaign.
In the campaign settings, click the Preview Data tab → Check one of the options: Automatically Assign Opportunities or Automatically Assign Opportunities by Order.
Next, select the employees to apply automatic opportunity assignment to and click Update to save the settings.
Note:
If you select automatic opportunity assignment: The system will automatically assign opportunities to the selected employees. If new employees are added later, they will be assigned opportunities until the number of opportunities is equal to the others, then the system will assign the remaining ones evenly.
If you select to assign opportunities by order: Opportunities will be assigned in the order of the users, starting from the user created first, without prioritizing new or old users.
Question 4: Why can’t I find an employee account when I want to change the owner of an opportunity?
The reason you cannot find the employee account when trying to change the owner of an opportunity is that the employee account has not been added as a related person (participant) in the campaign.
To add an employee account as a related person in the campaign, follow these steps:
Method 1: In the campaign details screen → Click the + icon in the Related People section → Select the account → Add New.
Method 2: In the campaign list screen → Click Edit Campaign → In step 2, Preview Data → In the Participants section, select the employee → Choose the account → Update.
Note: Only the campaign manager (person responsible) has the right to add related persons to the campaign.
Question 5: How to change (transfer) the owner of an opportunity on Getfly?
Currently, Getfly allows users to transfer the owner of opportunities in bulk.
Here are the detailed steps:
Method 1: Perform the transfer in the campaign details screen Go to the Campaign → Select the All tab → At the bottom of the screen, click to transfer all opportunities to a specific owner.
Before transferring opportunities in bulk, you can search for opportunities you want to transfer by clicking Filters → Choose the criteria you want to search for.
Note: Only the campaign manager can perform this method.
Method 2: Transfer by opportunity status Go to the Campaign → In the right column, click the down arrow icon next to Status → Select Transfer Opportunity Owner and choose the new owner to transfer.
All opportunities with that status will be transferred to the new owner.
Note: This method is only applicable for campaign managers.
Method 3: Transfer ownership for each opportunity Go to the opportunity details → In the Owner field → Select the new owner.
Note: This method applies to both the opportunity owner and the campaign manager.
Method 4: Directly edit in the opportunity details Go to Opportunity Details → Click Edit → Update the owner.
Method 5: Assign unassigned opportunities Go to Opportunity Merge → Choose to distribute the number of unassigned opportunities or all opportunities.
Select the users you want to assign and click Merge Opportunities to have the system assign them automatically.
Note: These actions apply only to campaign managers.
Question 6: Why does the system send internal notifications when I assign leads to sales in the campaign?
When you create a new campaign, the system automatically generates an internal email based on the campaign information. This email records all the changes related to the opportunities within the campaign, including opportunity creation and status updates.
Question 7: Why does the same customer have multiple opportunities in a campaign, and how to handle duplicate opportunities?
The reason for having duplicate opportunities in a campaign, leading to the number of opportunities being larger than the number of customers:
When creating a campaign, it is set to allow duplicate opportunities. In this case, one customer can have multiple opportunities within the same campaign, resulting in the situation described above.
How to handle duplicates:
For the current campaign: You can filter duplicate opportunities → Click on the opportunity details → Check and delete if necessary.
When creating a new campaign: If you do not want opportunities to be duplicated, select the setting Do not allow duplicate opportunities.
Note:
For long-term campaigns, allowing duplicate opportunities is recommended because the campaign runs over an extended period, and you may want to track re-registered opportunities.
For short-term campaigns, it is better not to allow duplicate opportunities as the campaign lasts a short time
Question 8: How to make a direct phone call to a customer from a campaign on Getfly?
To make a direct phone call to a customer from a campaign, follow these steps:
Go to the campaign → Click to view opportunity details → Click the phone number → Call Now.
Note:
Your system must use a PBX module.
Your account needs to be granted Call Center permission and have a PBX extension configured.
You must be a related person in the campaign.
If your system uses phone number masking and you meet all the conditions, you can still make the call from the opportunity in the campaign.
Question 9: How to update the successful status for an opportunity in the system on Getfly?
Definition:
A successful opportunity refers to the stage or goal related to the customer that achieves the desired result in the campaign. Example: In a sales campaign, the final opportunity status is "Sale Closed" → When the goal is achieved, move the opportunity to the final column (Sale Closed) → The system will record this as a successful opportunity.
Steps to update the successful status:
There are two ways to update the successful status: manually or using automation.
Method 1: Using Automation
When using automation to change the opportunity status in the campaign, the system will automatically mark the opportunity as successful when it reaches the final stage in the campaign.
Method 2: Manual Update
You can drag and drop the opportunity into the final status column in the campaign, and the system will mark it as successful.
Or, you can go to the opportunity details and click Update to mark it as successful.
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