Action! Getting Started

Constant Contact Integration

As part of our commitment to building out seamless integration with other 3rd party productivity tools, the integration with Constant Contact will allow authorized users to send out their own group communication/marketing emails to a select list of clients. Alternatively, you can choose to manage email marketing and templates at an administrative level, to monitor outgoing […]

Dashboard Overview

Your Front Page and key productivity modules will available above your Dashboard Menu: Front Page Address Book Calendar Resource LibraryPLUS quick access to important CRM functions in the New menu:Add a Contact, Create a To Do, Schedule an Appointment, Log a Call. You still have all the same features your would have seen in the […]

Admin: Manage Your Sales Process

Get a visual snapshot of the current state of your sales! With Multiple Sales Processes, you can now manage your business sales more effectively by tracking the state of your leads and opportunities more accurately and at the granularity you prefer. Add 2, 3 or more Sales Process widgets to your Sales and CRM Dashboard to get the instant real-time opportunity […]

Custom My Dashboard Widgets (HTML)

The customization possibilities are endless with the HTML Widget: get your Top Story news, social media feed, stock portfolio and local weather report! Customize the 2 HTML widget available to you on your Front Page to pull in feed for your business. Below are just some examples of how to customize it to fit your […]

Email Signature

Since MYbusinessOS is integrated with your Google Account, you can send an email directly form within the system! Add your Email Signature Go to Account Settings and scroll down to Email Signature 2.  Use the Edit link beside “Email Signature” to add a personalized signature to all your outgoing email sent from MYbusinessOS. A window will open that allows editing, including […]

Customize My Dashboard

Give everyone in your company their own personal online space with My Dashboard: a the customizable dashboard where the information that is important to them is front and center. From essential tools such as contact lists, calendars and to do lists, to news and weather, your team will have everything they need at their fingertips. […]

Email Migration Options

Transitioning to Google Apps?  You have several options when it comes to migrating you email to Google Apps… See Google’s Guide to Email Migration

Admin: Configure Your eWindows

Customize the layout and naming conventions used on your client eWindows. Note: If you do not see a new browser window/tab appear with your eWindow layout, please ensure you have allowed for popups from your OS site: Google Chrome Mozilla Firefox Safari