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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.

http://support.opptuna.com/

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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.
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home [Opptuna Support Wiki] | support.opptuna.com Reviews

https://support.opptuna.com

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

support.opptuna.com support.opptuna.com
1

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...

2

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...

3

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.

4

directposthowto [Opptuna Support Wiki]

http://support.opptuna.com/directposthowto

Use the Pipeline View. Post Leads from a Website Form. Prepare a Mailing List. Email or snail mail). Use a Customer Portal. The DirectPost feature allows you to capture leads from your public website directly into your OppTuna database via the OppTuna. The DirectPost facility includes several useful features:. Form is integrated into your own site, completely seamless from user's perspective. Helper functions and sample. Code to help you get started. Spam reduction via a spam trap. Trade; Purplewire, LLC.

5

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...

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LINKS TO THIS WEBSITE

opptuna.com opptuna.com

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.

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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.

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