Get quick access to your past email threads and related attachments now using the ‘View in Gmail’ link! When viewing a past email, click View in Gmail to open a new Gmail search tab...
‘View in Gmail’ link for past emails
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Email Logger [Beta release]
The Email Logger is a special email address that can be used to enhance the way you track communication with your clients! Adding this email address as a recipient to an outgoing email will log tha...
Release Notes
Release Notes – MYbusinessOS – Version 15.15.01 Improvement Engagement eWindow: New rich-text editor to add style to your message post Engagement eWindow: Insert multiple images in�...
The -NEW- Engagement eWindow!
Raise your Game! Our eWindow was built to provided you with the ability to communicate and engage with your clients – from anywhere. The new the responsive re-design of the engagement eWind...
NEW Lead Communication Chart
Ensure follow-up with new leads using the New Lead Communication by Owner chart on the Sales and CRM dashboard. In this stacked bar chart, the red represents the new leads where no activity has b...
Pick the Sales Stages to View on your Dashboard
Now choose which Sales Stages to view on you Sales and CRM Dashboard. As an Admin, go to the Admin Panel > Sales Process customization page. To hide a Sales Stage: Click Edit next to the Sales st...
Send eWindow Access to a Group
Would you like to start using the Engagement eWindow to facilitate communication and file sharing between YOU and YOUR clients? Now there is a faster way! Save time by sending eWindow credential...
Summary Lead Source Chart
NEW Overview filter option to see your Lead Source data represented as a collective summary in Pie chart form.
Drag-and-Drop Files
Now you can upload documents, images and presentations by dragging-and-dropping your files into the Resource Library! Simply select one or multiple files from your Desktop or finder, and drag them int...
Email Templates are here!
Create your own set of Email Templates that can be used as canned responses when sending email from within OS. Customize up 40 templates to save you both time and effort when communicating with client...