Businesses
Accounts, contacts, notes, and activity for the businesses you work with
Set up Objects
Enable Objects, define the types you will use, then add records from the sidebar or from a business or contact.
Introduction To Business Profiles
Businesses are company accounts in myne. Turn them on, keep contacts on the account, and use them with groups, journeys, and tasks.
Import advanced customer fields with CSV
Export includes custom properties as extra columns. Customer import writes matching columns onto the profile. Leftover rows wait on Custome…
Custom properties
Define custom properties under Settings → Brand → Properties, then use them on profiles, forms, and customer CSV import and export.
Add and manage a business
Add a company account, keep its details and owner up to date, then archive or merge records you no longer need.
Link contacts to a business
Link contacts to a business, set a primary contact for the account, and unlink someone without deleting their record.
What are tasks?
Tasks are follow-ups your team owes on a business or contact. Assign an owner, set a due date, and keep the work with the account it belong…
Create and manage tasks
Create a follow-up, assign people, set a due date, then archive it when it should leave the list.