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opptuna.com

OppTuna -- Easy and Affordable CRM system

OppTuna is a CRM system that's affordable, easy to use, and easy to administer. Includes features for managing the sales pipeline from leads to opportunities. Also post-sale functions for tracking customer accounts and customer support issues with a full-featured issue tracking system and customer portal

http://www.opptuna.com/

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OppTuna -- Easy and Affordable CRM system | opptuna.com Reviews
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OppTuna is a CRM system that's affordable, easy to use, and easy to administer. Includes features for managing the sales pipeline from leads to opportunities. Also post-sale functions for tracking customer accounts and customer support issues with a full-featured issue tracking system and customer portal
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1 CRM
2 customer relationship management
3 leads
4 opps
5 opportunities
6 issues
7 account management
8 cases
9 ticketing
10 pipeline
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OppTuna -- Easy and Affordable CRM system | opptuna.com Reviews

https://opptuna.com

OppTuna is a CRM system that's affordable, easy to use, and easy to administer. Includes features for managing the sales pipeline from leads to opportunities. Also post-sale functions for tracking customer accounts and customer support issues with a full-featured issue tracking system and customer portal

SUBDOMAINS

support.opptuna.com support.opptuna.com

home [Opptuna Support Wiki]

Use the Pipeline View. Post Leads from a Website Form. Prepare a Mailing List. Email or snail mail). Use a Customer Portal. To the OppTuna Support Wiki. This wiki provides help and documentation on various aspects of the OppTuna. If you require technical assistance from a mostly-live humanoid, please contact Purplewire technical support. See the menu on the left of every page for a variety of useful goodies, including tutorials, help pages, integration guides, and the world-famous OppTuna Support FAQ.

INTERNAL PAGES

opptuna.com opptuna.com
1

OppTuna -- Features

http://www.opptuna.com/features.html

Pure Web solution: nothing to install, works with any popular browser (IE7/8, Firefox, Safari). Context-specific notes, attached documents, reminders, history on all resources. Automatic virus scanning of uploaded files. Quick search - find most records in one click. UTF-8 support for multi-byte international character sets. Simple, uncluttered, ajax-enhanced interface. Convenient bookmarkable, emailable URLs for all resources. Your own private database. Instance and custom URL. Private notes and attachm...

2

OppTuna -- Data Flow

http://www.opptuna.com/dataflow.html

OppTuna Facilitates Communication, Collaboration, and Process. 30 Day Free Trial.

3

OppTuna -- About OppTuna

http://www.opptuna.com/about.html

OppTuna is a CRM system from Purplewire. An experienced developer of business process software including the ChannelSUITE. Line of sales channel administration tools. The CRM product space covers a wide spectrum of functions, as described in our CRM Overview. Here's where we fit into that spectrum:. Our software is designed to serve small and medium businesses well, but we've got enough meat for the bigger guys too. Most organizations won't need customizations beyond the tools we've provided to your syst...

4

OppTuna -- Support

http://www.opptuna.com/support.html

Hey, How Do I Log In? Every OppTuna installation has it's own URL, so you need to know yours (as well as your username and password). It's probably https:/ yourcompany.opptuna.com/. OppTuna Help, "How To" guides, and FAQs for OppTuna users and administrators may be found on the OppTuna Support Wiki. OppTuna customers who wish to report problems or request assistance are recommended to use the Purplewire Customer Portal Issue Tracker. Please log in here. Sales, Account, or Tech Support. 30 Day Free Trial.

5

OppTuna -- XXX

http://www.opptuna.com/tour.html

30 Day Free Trial.

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purplewire.com purplewire.com

Purplewire - Products/Services - Customer Relationship Management

http://www.purplewire.com/Products/crm.html

Cloud-based Business Process Applications. For more information, please visit the OppTuna site. Today and take the guided tour, or sign up for your own private Free Trial installation. Easier to use and configure than the other guys. Better tools for pipeline analysis and management. Clean, simple interface - but powerful! Affordable, simple monthly contract. Your own URL and private database. Customer portal for your customers.

support.opptuna.com support.opptuna.com

oppclasshowto [Opptuna Support Wiki]

http://support.opptuna.com/oppclasshowto

Use the Pipeline View. Post Leads from a Website Form. Prepare a Mailing List. Email or snail mail). Use a Customer Portal. How to Use Opportunity Classes. What are Opp Classes? Why use Opp Classes? Is there a down side to using multiple Opp Classes? How do I set up or edit an Opp Class? How to Use Opportunity Classes. What are Opp Classes? Opp Classes may be used to categorize Opportunities using distinctions that are important to your company, such as:. Why use Opp Classes? Also, Class is a required Op...

support.opptuna.com support.opptuna.com

opptuna_api [Opptuna Support Wiki]

http://support.opptuna.com/opptuna_api

Use the Pipeline View. Post Leads from a Website Form. Prepare a Mailing List. Email or snail mail). Use a Customer Portal. Leads API and DirectPost Lead Capture. Steps for preparing a form for DirectPost. Provides a number of features for allowing access to various OppTuna functions and data through methods outside the usual end-user browser access. Currently the. Includes several functions for submitting and updating Leads, including:. Automated lead submissions from other systems. OppTuna uses the same.

support.opptuna.com support.opptuna.com

customerportalhowto [Opptuna Support Wiki]

http://support.opptuna.com/customerportalhowto

Use the Pipeline View. Post Leads from a Website Form. Prepare a Mailing List. Email or snail mail). Use a Customer Portal. How To: Use an OppTuna Customer Portal. Your Customer Portal URL. Customizing your Customer Portal. Authorizing Customer Portal Access for Customer Users. Issue Data Viewable through Customer Portal. How To: Use an OppTuna Customer Portal. Submit Issues directly into your OppTuna Issue queue. View selected information about currently open and closed Issues under their Account. Certi...

support.opptuna.com support.opptuna.com

4thefile_integration [Opptuna Support Wiki]

http://support.opptuna.com/4thefile_integration

Use the Pipeline View. Post Leads from a Website Form. Prepare a Mailing List. Email or snail mail). Use a Customer Portal. Is a Web facility that allows you to turn an email message, including all its nested forwarded messages and attachments, into a linkable web Resource with it's own. How it works, in a nutshell: you forward an email to 4theFile, and 4theFile sends you back the. We've used the 4theFile. Opptuna scans 4theFile using the 4theFile. To enable 4theFile integration for one or all record typ...

support.opptuna.com support.opptuna.com

pipelinehowto [Opptuna Support Wiki]

http://support.opptuna.com/pipelinehowto

Use the Pipeline View. Post Leads from a Website Form. Prepare a Mailing List. Email or snail mail). Use a Customer Portal. How To use the Pipeline View. How To use the Pipeline View. How do I enter a milestone date? Just double-click in the cell and today's date will be entered by default. You may then edit the date if desired. What is the $Value column? What does the color of an Opp mean? How are the phase totals calculated? We need to collect some extra information when changing an Opp to Won or Dead.

support.opptuna.com support.opptuna.com

mailinglisthowto [Opptuna Support Wiki]

http://support.opptuna.com/mailinglisthowto

Use the Pipeline View. Post Leads from a Website Form. Prepare a Mailing List. Email or snail mail). Use a Customer Portal. Marketing Mailing List Manager. Marketing Mailing List Manager. List creation - the filters at the top of the page allow you to define a contact list. Hit preview to see the list contents. Save list - choose a name for your list and save it. It will then be available in the Saved Mailing Lists menu for use with the Export or Constant Contact upload functions. Mailinglisthowto.tx...

support.opptuna.com support.opptuna.com

leadbulkimport [Opptuna Support Wiki]

http://support.opptuna.com/leadbulkimport

Use the Pipeline View. Post Leads from a Website Form. Prepare a Mailing List. Email or snail mail). Use a Customer Portal. Instructions for New Upload. Finishing an Incomplete Import. The bulk import feature provides the flexibility to import leads from various external sources, without spending a lot of time reformatting the data. The process (described in more detail below) is:. Turn your data into an XLS spreadsheet with one row per lead and an optional header row describing the columns. You can have...

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OppTuna -- Easy and Affordable CRM system

Hey, that was easy! CRM Shouldn't be complicated. CRM success comes from user participation. We've focused on developing a system that users find easy, intuitive, convenient, and useful. They'll use it more, and your sales and account management processes will be become better organized and more efficient. Automated notifications to the right people of events such as new Leads, Opportunities "won", new Accounts, etc. Keep everyone in the loop, avoid duplicated effort. Pure Web hosted solution. Test drive...

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Post of the day. Hear is a smart fun tasty inexpensive meal that only takes a few minutes to produce. It’s quite remarkable because it contains superfoods and provides lots of ACTUAL nutrition unlike many. January 4, 2018. The Inspiring Truth Behind the Word ‘Opportunity’. The definition we have today for the word opportunity is considerably different from its etymological origin. It lacks the existential depth and transformational power of its original version. January 4, 2018. January 3, 2018.

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