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
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
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
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
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
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
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
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...
SOCIAL ENGAGEMENT