|SharpSpring's Sales Optimizer allows sales teams to automate their opportunities, tasks, and actions based on opportunity pipeline stages.
The Sales Optimizer gives you the ability to reach out to leads when it counts most, with real-time notifications for lead activities.
This all lets you save time—and close more deals.
This article will detail how to configure Sales Optimizer services.
For Administrators: Enabling Services
Administrators can enable or disable the Sales Optimizer in their instance. To enable or disable Sales Optimizer services, do the following:
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For Agencies and Direct Clients: Enabling Services
Agencies and direct clients can enable or disable the Sales Optimizer, as well as determine who manages the monthly allowance. To enable or disable Sales Optimizer services, do the following: