Guided Tour

Overview

The Guided Tour provides a structured walk-through of the key features and layout of OppTuna. The Tour is separated into several sections. We suggest you start at the beginning and go in order, since some features that are used in multiple areas of OppTuna are only described the first time we encounter them. However, if you want to skip around, feel free!

  • Click on a screen shot to go to the next slide in order
  • Click a cell in the progress bar to jump to that section
  • Don't miss the "Points of Interest" listed at the bottom of each slide!
  • The whole thing will probably take 10 to 20 minutes
  • START HERE

The sections of the Tour are:

Opportunity Summary

For many users, the Opps Summary is the heart of the CRM system. Here you can view the current opportunity pipeline in many ways: What's mine? What's new? What's big? What's overdue?

Opps Details

Here we show the screens for viewing and editing Opp details, as well as some of the OppTuna features used in several other areas, such as notes, attachments, and reminders.

Opps Pipeline View

The Pipeline View is an OppTuna exclusive feature: a one page summary of where you stand on all your open opps according to the custom sales cycle you define for a specific product line, department, or vertical. Convenient in-place editing makes it super easy to review and update your pipeline status in one step.

Accounts

This is where you find and store information about all your Accounts, including customers, prospects, vendors, and partners. Lots of info, but the most important stuff is only a click away.