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 different ways you can make changes. Admins, there is a functionality that allows you to make a change for all users on your team!
Check out our new Fleetio Integration - a one stop shop for managing your fleet! If you need any help getting this...
Using Slidecast inside SalesOptima gives you an edge on your competition already, but now it’s even better! Now,...
Now, when working with contacts in your SAM Mobile screens, you can Pin or Unpin a contact to your SalesOptima home...
A cutting-edge "in the cloud" CRM web application featuring an incredibly simple e-CRM user interface. Fully automated CRM sales force optimization, seamless online lead and contact management, integrated email marketing, and much more.
