“Replace” Images in Image Bank – Big time saver!

by Sean Scott | Apr 18, 2022 | What's New

Hey everyone! This update will save you time when working in SalesOptima’s image bank. Now, if you’re using an image across any of the various areas (text messages, email templates, mail merge templates, Slidecast presentations, and more!) and you simply want to...

Text templates searchable in SAM contact view

by Sean Scott | Apr 14, 2022 | What's New

In the SAM contact view, you can now type to search through the text template list! See the picture below. You can access these SAM screens as you receive inbound texts and calls directly to your phone and respond to your...

LiveConnect Updates: Pin notes to users and create cards or contacts from LiveConnect

by Sean Scott | Apr 6, 2022 | What's New

Hey everyone – for those of you using our LiveConnect service in SalesOptima, we have a couple of updates for you to check out! Both of these updates make LiveConnect more of a “One Stop Shop” for engaging your contacts and leads. • You can now create a new...

Pause or Cancel Emails In-Process

by Sean Scott | Mar 31, 2022 | What's New

You can now cancel or pause (then restart) mailings if you’ve made an error. See this video for how that...

Even more customization! See how to set your “Active Hours” for automated text and voice events.

by Sean Scott | Mar 29, 2022 | What's New

Changing your Active Hours will impact when automated text and voice calls happen but will NOT impact any manual texting or calling you execute with a contact. See the video...