Opportunities

1. Opportunity Permissions

To create and manage opportunities in the system, you need to be granted permissions for the Opportunity function.

2. How to Add, Edit, and Delete Opportunities

After setting up basic information for a campaign (as described here), you can add opportunities using the available data in the system that aligns with the newly created campaign.

2.1. Adding an Opportunity from the Campaign Screen

In the Campaign Management screen, click on the campaign details -> Select "Add Opportunity" -> Choose the customer and create the opportunity within the campaign (for customers already existing in the system).

Opportunity Name: The system will automatically use the customer's name or you can edit it.

Probability: Evaluate the success probability of this opportunity, in percentage.

Opportunity Owner: If the employee is the one adding the customer to the campaign for management, set themselves as the opportunity owner. If you want the employee to self-register the opportunity or allow the manager to assign the opportunity, select "No owner selected." Alternatively, you can choose a specific person to be the opportunity owner.

Opportunity Status: The status of the customer when added to the campaign (based on the approach method set when creating the campaign).

-> Click "Add New" to successfully add the opportunity to the campaign.

2.2. Adding an Opportunity from the Customer Screen

In the Customer Management screen -> Choose the customer to create an opportunity -> Click "Create Opportunity."

Campaign: Choose the campaign name for which the opportunity is being created.

Status: Choose the status for the opportunity.

Opportunity Owner: Select the person responsible for the opportunity.

Opportunity Source: The source of the opportunity is from company data.

Note:

If automatic opportunity assignment is not set, all participants in the campaign will receive a notification when a customer is added to the campaign. If automatic assignment is set, only the opportunity owner and the manager (those with "view all" rights) will be notified.

The opportunity owner and the customer owner can be two different people.

If you need to communicate with others within the campaign, you can access the chat feature in the campaign.

Only the campaign manager, participants in the campaign, or those with the "view all" permission can view the campaign.

2.3. Updating Opportunity Status

To change the opportunity status within the campaign, click on the opportunity details -> Select the approach method.

Alternatively, you can quickly move the opportunity to a new status by dragging and dropping the opportunity name in the Kanban view of the campaign management page.

2.4. Opportunity Details

Copy Opportunity: Copy the opportunity to another campaign or within the current campaign (if allowing duplicate opportunities within the campaign). The opportunity will appear in the first approach step of that campaign.

Edit Opportunity: Edit the opportunity information.

Delete Opportunity: Delete the opportunity information.

Change Opportunity Status: Mark the opportunity as successful or failed.

Success: Update the status as successful and create an order.

Failure: Update the failure reason.

Opportunity Information: View detailed information about the opportunity.

Communication: View any communication related to the opportunity (communications within the opportunity will be linked to the customer’s communication details).

Related Orders: Track or quickly add orders associated with the campaign.

Related Tasks: Track or quickly add tasks associated with the campaign.