Keep track of important tasks and deadlines using your To Dos. Manage your own personal To Do list, or assign them directly to a colleague. Relate a To Do to a particular Contact to keep an accurate activity history with that Client. Your personal To Do list widget can be found on your My Dashboard. […]

The Communication Tab in the Contact Profile allows you to track the events and activities related to a Client. Track Client Communication The Communication Log allows you to track your communication with a client, from emails to appointments. The following elements are can be logged and reported on from the Communication Log: Call Log Appointment […]

The Quick Action Menu is a shortcut menu that allows you direct access to create or update certain individual Contact information. Hovering over the gear icon will provide a menu with the following options: Edit / Delete Profile Change Primary / Secondary Account Manager Update Sales Process / Stage Create a New Communication Log Activity […]

Communicate with your clients using their own personal eWindow: A portal available to you and them to exchange information, idea’s and good news! Message Center: Post a Message to multiple Clients in a List From My Dashboard, the Message to Client eWindow widget allows for you to post to a custom or predefined list of […]

Engage with you clients using the OS Engagement eWindows. Send your client access to their own private eWindow, and monitor their activity  from the Communication tab in their Profile. Send eWindow Credentials You can send eWindow credential on an individual basis or to a group of Contacts from your Address Book. To an Individual 1.  Go to the Contact’s profile 2.  Click the Send eWindow […]

Allow your clients to specify whether or not they would like to receive email notifications of new information posted to their eWindow.   The first time a client logs into their eWindow, they will be asked to set their Email Notification preference. By default, the individual will not receive any email notifications unless they have […]

Communication/Activity Reports can help you keep track of ongoing communication with new and existing clients.  All communication reports can be found under your Sales and CRM Dashboard. New Lead Communication by Owner This report will provide you with a list of Communication activities based on when the Contact was created, and the Activity due date range. Choose […]

Manage your appointments with clients and other calendar events from your OS. The calendars in OS are synced with your Google Calendars, so any events created here will appear in your Google Calendar. If you have setup Google Apps calendar on your mobile device, then they will also be synced with your mobile device’s calendar. […]