Docs MiOS World
Customers, sales, and support
Keep customer records, sales follow-ups, tasks, and approvals in their MiOS World work areas.
Sales
Select Sales to open the customer pipeline. Search for an existing customer before you create a record. Use the board to track each customer’s stage, value, owner, notes, and next action. Open the record to review its activity before you change it.
Support and fulfillment
Use Support for delivery work. You can view tasks as a list, board, or calendar, and group or filter them by status, client, assignee, priority, and due date. Open a task to add context, comments, files, time, and subtasks. A client’s Activity and Profile views keep its history and service details together.
Work plan
Work plan is your own list of what to do next, such as follow-ups and reminders. The tabs you see depend on your role.
Review before sending
Posts, proposals, invoices, and other outward-facing work use explicit review or approval steps. Check the client, content, recipient, and timing before you publish or send. Content prepared for a client waits for approval before it goes live.
Related guides
- Documents and payments: Proposals, signing links, and payments.
- Company tools: Websites, portals, and access.