1. myco suite getting started
Post on 24-May-2015
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CRM -‐ Sales -‐ Finance -‐ Documents -‐ Human resources -‐ Projects Ge9ng started
Your online & mobile account ready within minutes!
• Most of your daily business acDviDes in one cloud soluDon. • Easy to setup for non technical business owners • Focus on CollaboraDon with colleagues, partners, suppliers & customers.
The goal of this presentaDon is to help you in ge9ng started with a MYCO Suite account
1. Setup a free MYCO Suite account 2. Personalize your account 3. Add contacts and companies 4. Add colleagues 5. IntroducDon to the “user checker” 6. Links to more specific MYCO Suite funcDonaliDes
Ge9ng started
1. Enter your email address and receive your account info
2. Connect your mobile with the same account info
3. Use the welcome box to quickly add customers, contacts, employees, projects, workspaces, etc.
4. Personalize colors and add your logo
5. Add your exisDng contacts
LinkedIn: A^er the import you can assign a company to the contact. (example on the right.)
Your imported contacts belong to companies.
6. Create their company accounts
The dashboard when collaboraDng with a team
The modules
Ac-vity updates
Colleagues & Network
Internal security: Be always in control as business owner
The MYCO Suite user-‐checker has been designed to give the business owner peace of mind on what colleagues can see
In case you have colleagues:
7. Add your colleagues
8. Set their AuthorizaDons
For more specific informaDon go to:
CRM Sales Projects
Time Billing Expenses
Documents Blog HR
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