First steps
(basic information to use the program right away)
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
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
Contacts
(leads, persons, companies, partners, suppliers, filtering, grouping)
Calendar
(activities, tasks, history, notes, attachments)
(integration, mail configuration, e-mailings, templates)
Deals
(sales offers, quotations, calculations, offer templates, sending and follow-up)
Products
(imports, price lists, catalogues, analyses, reports)
Marketing
(e-mail campaigns, mass mailings, metrics)
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)
FAQ (frequently asked questions)
(various frequently asked questions about the program)
Download files
(files of various useful programs)