B2B Dash Quick Start Guide

Welcome to B2B Dash! 

We know that using a new tool can be daunting, and you may not know where to start.

This article will help you kickstart your B2B Dash use by setting up its essential settings. You’ll find the software easy to use with online instructions and a Help site that guides you through the process of activating your account, connecting your email, setting up your signatures and so on. 

This Quick Start Guide provides a brief overview of the first important steps that you need to do before you can fully use B2B Dash to help you and your business succeed.

B2B Dash Activation

In order to access B2B Dash you would need to have it activated first. When you signed up for a Dash Subscription you would receive an email coming from  The B2B Dash Team <admin@ninjodo.com>.

The email looks like this:

Simply click on the 'Activate & Login' Button to get started.

Next, you would be redirected to a page to login. Simply Enter the password you created on the password field and click 'LOG IN' (Your password is sent on a different email or if you forgot it simply click on Forgot your password?

Congratulations! Your Dash is now activated.


Now that you're able to login to Dash what's next? What can you do with it?

B2B Dash has a few helpful features but it is important that we make sure that it's setup correctly so you can start using it.

Connecting your Email

If you are using a mail server, such as Google Apps (Gmail), Outlook 365, or even just through your web hosting, then you can connect your mail and calendar to B2BDash so everything is seamlessly working together. Once you do that, you'll be able to:

  • Have tasks created, edit, and deleted in B2BDash synced to your Google or Outlook calendar.
  • Manage your inbox right from inside B2BDash
  • Have all emails sent from B2BDash synced with your mailbox

It's super simple, you just need your email address and your email password. (Or email settings for Microsoft Exchange/Office 365 emails).

Click here for the Steps in Connecting your Email

If you're using GSuite and encounter the error App is blocked. Follow the steps here: How to Fix App is Blocked Error when Connecting your Email to Dash

Setting up your Signature

Having an email signature is like handing a person a business card every time you send an email. You want it to look professional and show your company’s personality. You wouldn’t just hand a prospective client a scrap of blank paper with your contact information scrawled on it, would you? No way! 

Email signatures can be an extremely valuable tool and very simple to implement.

Click here for the Steps in Setting up your Signature

Adding or Editing User Details on the Account

If there is more than one of you in the business, you can add your other team members quickly and easily so that everyone gets to use B2BDash.

This will allow you to all benefit from being on the same page and having just one copy of data and information.

You can also follow the steps below if you're using a separate email for your calendar bookings. This will ensure that the booking gets saved on the correct calendar.

Do not forget to ensure that your Timezone is set correctly!

You can also use this step to add details to your record such as Contact information, Address and Social Media links which can be merged to your Signature.

Click here for the Steps in Adding and Editing User Details in Dash