Now you can manage the lease history on your accounts, individual contacts or company-wide accounts!Lease an Account Under the Account Managers or Sales Representatives section of the Profile, click Lease To Me – Set the Start and End Date of the Lease, and click the Checkmark to SAVE the Lease Click Save to close the […]
Address Book
Custom Client Lists
You can create your own collection of custom Contact lists using the User Defined Lists in the Address Book. Creating a custom list of Contacts Go to the Address Book and click Create List Name your List and Add as many Rules as you wish to apply to a unique client list, such as…. Contacts […]
Import Participants from CB
Importing your Participants and Registration (from CB or another application) can be done using the Contact Import feature in the Address Book. Before importing, the following elements must exist in OS: Your Products and Programs Your Program Locations The Programs, for which you are importing participants. Export Contacts from CB: Download your Participants from CB Go to Report […]
Assign an Account Manager to a Client
In order to edit a Client’s profile details, you must be declared as Account Manager for that Client. Assign an Account Manager to a Contact From the Action Menu 1. In your Address Book List, hover over the Quick Action Menu Select Change Primary Account Manager. Select your Account Manager to assign. You may also […]
Managing To Do’s (Tasks)
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 Address Book
Managing your contacts and customer relationships has never been easier with our Address Book! Store the information that’s important to you with up to 1,000 user-defined fields, including photos, so you never forget a detail or a face. Create lists to categorize people and organizations in ways that are important to you. Track sales, correspondence, […]
Notes Email Address
What is that Notes Email Address I see in my Client’s File? The Notes Email is a unique email address that exists for each of your Contacts in the Address Book. It allows Sales Reps and other members of your team to attach a VIDEO, AUDIO, DOCUMENT or NOTE to a Contact’s file from anywhere, using their mobile device. Each Contact has this […]
Import your Contacts
It’s time to put fuel in the tank! No need to rebuild your entire contact list, just import it from your current application and format it to your address book in MYcarnegieOS. Step 1: Export your Contacts from your current application To begin, you will need a file with your contact list (XLS, CVS or […]
Import Contacts from Microsoft Outlook
No need to rebuild your entire contact list, just import it from your current application and format it to your address book in OS. In order to import your clients, you will first need to Export them from current application. This tutorial covers how to Export your Contacts from Microsoft Outlook (2010). Click the “File” […]
Import Contacts from Windows Live Mail
No need to rebuild your entire contact list, just import it from your current application and format it to your address book in OS. In order to import your clients, you will first need to Export them from current application. This tutorial covers how to Export your Contacts from Windows Live Mail. Choose “Contacts” from […]