First steps
(basic information to use the program right away)
As they say, a picture is worth 1,000 words, so let’s take a look below to get an overview of the contact list layout in OptimaSales CRM. To enlarge the image, click on link… Now, we already know ho
Below is the structure of the activity list. Let’s see what elements it is made of and discover what they are used for. Click link to enlarge the image Let’s go to the calendar and see what is availab
Sales success is determined by effectiveness, and our mission, as developers, is to provide useful tools to help you achieve more. Below are the components of the deals list. Take a look at what the e
Below, we present a products list, which is a price list of products and services, in graphic form with descriptions. The management of price lists in OptimaSales CRM is easy and at hand, and in one p
A campaigns list with their recipients is presented below in graphic form with descriptions.Click link to enlarge the image ->We already know the elements of the campaign list with the recipients,
Contacts
(leads, persons, companies, partners, suppliers, filtering, grouping)
As they say, a picture is worth 1,000 words, so let’s take a look below to get an overview of the contact list layout in OptimaSales CRM. To enlarge the image, click on link… Now, we already know ho
Calendar
(activities, tasks, history, notes, attachments)
Below is the structure of the activity list. Let’s see what elements it is made of and discover what they are used for. Click link to enlarge the image Let’s go to the calendar and see what is availab
(integration, mail configuration, e-mailings, templates)
What is the difference between IMAP and POP3?
IMAP (Internet Message Access Protocol) is one of the two most popular protocols for receiving mail messages. It enables mail-handling programs to access
By setting up an SMTP server, i.e. a personal outgoing mail account, we will be able to send sales offers and emails based on a designated template directly from the OptimaSales application. From this
Below, we will go step by step through the settings and configuration of the SMTP account notification type for invitations, scheduled and delegated activities with an e-mail alert, so that they will
Deals
(sales offers, quotations, calculations, offer templates, sending and follow-up)
Sales success is determined by effectiveness, and our mission, as developers, is to provide useful tools to help you achieve more. Below are the components of the deals list. Take a look at what the e
Products
(imports, price lists, catalogues, analyses, reports)
Below, we present a products list, which is a price list of products and services, in graphic form with descriptions. The management of price lists in OptimaSales CRM is easy and at hand, and in one p
Marketing
(e-mail campaigns, mass mailings, metrics)
A campaigns list with their recipients is presented below in graphic form with descriptions.Click link to enlarge the image ->We already know the elements of the campaign list with the recipients,
The following is a step-by-step guide to setting up and configuring the account or SMTP type for sending to perform e-campaign mailings in OptimaSales CRM. 1. Go to OptimaSales settings, you will find
Service and realisations
(cases, tickets, machine and service products, after-sales tasks)
Dashboards
(forecasts, summaries, analyses, reports, sales and marketing funnels)
Customisation
(adaptation, changes, program customisation to the user’s needs)
Tutorial
(various useful information on the programme’s functions and more)
In OptimaSales, you will find a large user and team management possibility. This allows users to be assigned to different teams. And as a result, we can easily map the structure of the company. And co
FAQ (frequently asked questions)
(various frequently asked questions about the program)
Each Data Centre in which we store our users’ data has security systems against power cuts, a dedicated, advanced ventilation and air conditioning system, as well as fire and burglary protection. Acco
Download files
(files of various useful programs)