http://support.opptuna.com/wiki/ 2011-12-27T08:22:13-05:00 http://support.opptuna.com/wiki/ http://support.opptuna.com/wiki/lib/images/favicon.ico text/html 2011-12-13T11:29:41-05:00 tiffany hess http://support.opptuna.com/wiki/doku.php?id=4thefile_integration&rev=1323793781&do=diff 4theFile Overview 4theFile 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 URL. How it works, in a nutshell: you forward an email to 4theFile, and 4theFile sends you back the URL for a newly-created web resource. The url is an unguessable random string and the resources can't be found by search engines, so only people you share the random url with (or people *they* share it … text/html 2011-07-11T18:00:41-05:00 jay mortensen http://support.opptuna.com/wiki/doku.php?id=customerportalhowto&rev=1310421641&do=diff You can provide your customers with limited access to your OppTuna system through a “Customer Portal”. The Portal gives selected users under your customer Accounts the following abilities: * submit Issues directly into your OppTuna Issue queue * view selected information about currently open and closed Issues under their Account * collaborate with you on open Issues by adding notes and attaching files as new information becomes available * receive email notifications about Issue updates… text/html 2011-07-11T15:09:46-05:00 tiffany hess http://support.opptuna.com/wiki/doku.php?id=tech_support_contacts&rev=1310411386&do=diff Use our online customer portal (powered by OppTuna, of course!), or contact us via phone or email. Use of the customer portal is recommended, since the issue details are available to all involved parties immediately and recorded in an organized way for future reference. text/html 2011-07-11T14:08:40-05:00 jay mortensen http://support.opptuna.com/wiki/doku.php?id=sidebar&rev=1310407720&do=diff OppTuna Home Support Home Contact Tech Support OppTuna FAQs How To... * Use Opportunity Classes * Use the Pipeline View * Post Leads from a Website Form * Import Leads * Prepare a Mailing List (email or snail mail) * Use a Customer Portal text/html 2011-07-11T11:02:20-05:00 tiffany hess http://support.opptuna.com/wiki/doku.php?id=loginform&rev=1310396540&do=diff let your customer portal users login directly from your public website by adding a form like this on your site. <p class="opptunaheader">Log in to our Customer Portal, powered by OppTuna.com</p> <style>.opptunalogin {font: italic small sans; color: gray;} .opptunaheader {font: small sans;} </style> <div class="opptunalogin"> <form action="https://xxxxxx-customers.opptuna.com/" method="post"> <input type="hidden" name="m" value="login" /> <label for="username">Username</label> <input type="t… text/html 2011-07-11T11:00:50-05:00 tiffany hess http://support.opptuna.com/wiki/doku.php?id=opptuna_faqs&rev=1310396450&do=diff CRM Usage FAQs What's the difference between a Lead and an Opportunity? A Lead is a potential customer, but we're not yet sure if a) they're “qualified”, and b) they have a specific purchase or project in mind. An Opp should have at least a rough scope, budget, and timeline. When a Lead meets these criteria, you can promote it to an Opp; a new Account record is also created if needed. text/html 2011-06-28T15:16:58-05:00 tiffany hess http://support.opptuna.com/wiki/doku.php?id=opptuna_api&rev=1309288618&do=diff Overview The OppTuna API 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 API includes several functions for submitting and updating Leads, including: