What’s New | SalesOptima

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...

Saturday, March 26 Release: Customize Contact Information Module

by Sean Scott | Mar 25, 2022 | What's New

View the video below to see how to edit the order in which your contact information shows up on the main contact page. This is an exciting step in allowing you to tailor your SalesOptima experience! Users and Admins – pay close attention in the video to the two...