What’s New in SalesOptima
What’s New
Fleetio Integration
Check out our new Fleetio Integration - a one stop shop for managing your fleet! If you need any help getting this...
Video Bubble Personalization in Slidecast
Using Slidecast inside SalesOptima gives you an edge on your competition already, but now it’s even better! Now,...
Pin/Unpin Contacts from SAM Mobile Screen
Now, when working with contacts in your SAM Mobile screens, you can Pin or Unpin a contact to your SalesOptima home...
SAM Mobile Screen Improvement: Attach files to emails
We’ve made an efficiency upgrade to sending emails from the SAM mobile screen! Now, as shown in the screenshots below,...
Edit Appointment date or time in LiveConnect
Before we get into what this feature does, are you familiar with SalesOptima’s LiveConnect service? If not, and it...
Zapier and SalesOptima
Exciting news! You can now connect SalesOptima and Zapier to fire Zaps from within your SalesOptima account! Fire your...
New ‘Alerts’ Dashboard in LiveConnect
Now, in LiveConnect, you can further segment your workflow with our Alerts dashboard. This will allow you to...
New “Date Created” filter for the Contact Distribution Report
Quick update for you on the Contact Distribution report. You can now click on the numbers in the results AND filter by...
Release Note 5/13/22 – Email Validation
We have removed the Validate Email button that used to be in a contact’s General information box, and are instead...
Send emails again – Target those who didn’t open for better results
See how easy it is to send your email campaign again and target those who did not open the first time around! Change...
“Replace” Images in Image Bank – Big time saver!
Hey everyone! This update will save you time when working in SalesOptima’s image bank. Now, if you’re using an image...
Text templates searchable in SAM contact view
In the SAM contact view, you can now type to search through the text template list! See the picture below. You can...
LiveConnect Updates: Pin notes to users and create cards or contacts from LiveConnect
Hey everyone - for those of you using our LiveConnect service in SalesOptima, we have a couple of updates for you to...
Pause or Cancel Emails In-Process
You can now cancel or pause (then restart) mailings if you’ve made an error. See this video for how that works!
Even more customization! See how to set your “Active Hours” for automated text and voice events.
Changing your Active Hours will impact when automated text and voice calls happen but will NOT impact any manual...
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