http://support.opptuna.com/wiki/ 2011-12-15T21:25:09-05:00 http://support.opptuna.com/wiki/ http://support.opptuna.com/wiki/lib/images/favicon.ico text/html 2011-12-13T11:29:41-05:00 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 2009-12-14T15:10:24-05:00 http://support.opptuna.com/wiki/doku.php?id=constant_contact_upload&rev=1260821424&do=diff This feature allows you to easily upload a list of contact emails from OppTuna's Mailing List Manager into an existing Constant Contact account. Overview Constant Contact is a popular and inexpensive email marketing service that you can use to manage email communications to your partners. It provides many useful features like email personalization, attractive templates, click-through tracking and reporting, bounce handling, opt-out handling, etc. text/html 2011-07-11T18:00:41-05:00 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 2009-12-17T17:02:42-05:00 http://support.opptuna.com/wiki/doku.php?id=directposthowto&rev=1261087362&do=diff The DirectPost feature allows you to capture leads from your public website directly into your OppTuna database via the OppTuna API. The DirectPost facility includes several useful features: * form is integrated into your own site, completely seamless from user's perspective * custom fields * “helper functions” and sample HTML code to help you get started * spam reduction via a “spam trap” * redirect to your own branded “thank you” page text/html 2009-12-17T17:14:31-05:00 http://support.opptuna.com/wiki/doku.php?id=home&rev=1261088071&do=diff to the OppTuna Support Wiki This wiki provides help and documentation on various aspects of the OppTuna software. Contact Technical Support If you require technical assistance from a mostly-live humanoid, please contact Purplewire technical support text/html 2009-11-25T14:09:36-05:00 http://support.opptuna.com/wiki/doku.php?id=leadbulkimport&rev=1259176176&do=diff Overview 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 * upload the spreadsheet * use the OppTuna Lead Bulk Import mapping tool to assign various columns in your spreadsheet to the appropriate fields in OppTuna Leads database… text/html 2011-07-11T11:02:20-05:00 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 2009-12-15T16:53:21-05:00 http://support.opptuna.com/wiki/doku.php?id=mailinglisthowto&rev=1260914001&do=diff Manage Mailing List * 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. * View list - make a selection from the Saved Lists dropdown. The filters that were saved originally will be applied to the current data, and a preview of the current v… text/html 2009-12-17T18:01:46-05:00 http://support.opptuna.com/wiki/doku.php?id=oppclasshowto&rev=1261090906&do=diff What are Opp Classes? Opp Classes may be used to categorize Opportunities using distinctions that are important to your company, such as: * product lines * vertical markets * company divisions * products vs services * wholesale vs retail text/html 2011-06-28T15:16:58-05:00 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: text/html 2011-07-11T11:00:50-05:00 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 2009-11-13T15:55:58-05:00 http://support.opptuna.com/wiki/doku.php?id=opptuna_tech_faq&rev=1258145758&do=diff here's some stuff subpage text/html 2009-12-07T15:10:34-05:00 http://support.opptuna.com/wiki/doku.php?id=pipelinehowto&rev=1260216634&do=diff Overview The Pipeline View feature is unique to OppTuna. It provides a quick and easy way to track progress of individual Opps through the sales process or “pipeline”. As an alternative to the more traditional tabular view found in the “Opportunity Summary” screen, it also provides an overview of the overall state of your Pipeline, highlighting how many Opps are in various stages, and which ones are “hot” (meaning there's a lot of recent activity) and which ones are getting “cold”.… text/html 2011-07-11T14:08:40-05:00 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 2011-07-11T15:09:46-05:00 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.