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, […]

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. […]

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. […]

Good News, Sales Team News and More! The Good News Widget is the perfect way to share good news with the rest of the team! Keep everyone informed about the latest success stories, special services or product offerings, client news, or testimonials. Add an image, video, or audio clip, and even documents or links to […]

Moving your client from one step to another will allow you to track their progress through your Sales Process. Assign a Contact to the Sales Process There are a few ways a contact can be assigned to the Sales Process Assigned during the import process Directly from your Contact List While adding/editing their profile While […]

New To Google? Check out Google’s Learning Center for help on getting Secure your account: Keep your Account Secure Learn About 2-Step Verification Video: How 2-Step Verification works Search Google’s Support site for help, troubleshooting tips and tutorials Please note: MYbusinessOS uses the same 2-step verification process, using a Yubikey as the second piece of identification. Enable this 2-Step authentication process and […]

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. […]

Add a new Contact to your Address Book, from anywhere and with as much detail as you wish. Add a New Client Go to your Address Book to create a new Client file: Click New Contact Enter the client’s information: Select Person if it’s an individual Select Organization if it’s a company or an association […]

Since the OS is integrated with you Google Account, you can send an email directly from within OS – without leaving your Dashboard! To Send an Email From anywhere, just go to the +New menu and select Email Start typing an email address or name of the recipient. Suggestions from your Address Book will appear […]