How they work
You create a campaign with a name, a period, and optionally a brief that the agent can use as context. Example: the campaign “Cancun July Promo” with the brief “All inclusive in Cancun from USD 890/person. Valid for July bookings. Includes flight + 7 nights + transfers.” When a lead comes in asking about Cancun, the agent knows there’s an active promo and can mention it. The opportunity is linked to that campaign.What they’re used for
- Measuring how many inquiries a promo generated
- Seeing how many of those inquiries converted into sales
- Organizing the board by active campaign
- Comparing performance between campaigns