advanced · Help
Step-by-step guides, FAQs and tutorials for every OMB Cloud module.
Advanced: templates, themes and component libraries
Lock brand consistency across hundreds of pages without freezing flexibility.
advancedAdvanced: cohort analysis
Group leads by week of creation, then watch what % progress over time.
advancedAdvanced: segmented playbooks by customer tier
Strategic customers and one-off customers should never see the same cadence.
advancedAdvanced: schema markup and structured data
Schema.org markup that earns rich results in SERPs.
advancedAdvanced: retainers and ongoing engagements
When you stop buying services and start buying monthly capacity.
advancedAdvanced: routing rules and segmentation
Send enterprise visitors to enterprise reps, SMB to SMB. Without asking the visitor.
advancedAdvanced: multi-agent handoff and workflows
Agents that work in teams — SDR hands off to AE, AE hands off to CSM. Without dropped context.
advancedAdvanced: conditional logic and multi-step forms
Branch the form based on prior answers without making it feel like a survey.
advancedAdvanced: conditional branches and loops
Workflows that handle "if A do X, if B do Y" and iterate over collections.
advancedAdvanced: benchmarking and segments
Tell each respondent how they compare to similar companies. Most powerful result-page lever.
advancedAdvanced: cross-entity reporting and consolidation
Roll up revenue across countries without losing the per-entity compliance view.
advancedAdvanced: bundles and tiered packages
Create bundles that combine multiple catalog items at a discounted single line.
advancedAdvanced: Search Console for SEO insights
Pull organic performance into the platform, cross with conversion data.
advancedAdvanced: host the portal on your own subdomain
Run the client portal as clients.yourdomain.com instead of omb.cloud — fully branded with no OMB Cloud chrome.
advancedAdvanced: LinkedIn-based contact enrichment
When a webform captures only an email, the agent enriches with LinkedIn name, role and company automatically.
advancedAdvanced: managing parent companies and subsidiaries
When a client group operates multiple legal entities, group them so you see the consolidated picture.
advancedAdvanced: recurring subscription billing
Configure monthly/annual recurring invoices with proration, plan changes and automatic stamping.
advancedAdvanced: quote-to-contract flow with one click
When a prospect accepts a quote, OMB Cloud can auto-generate the contract for signature in seconds.
advancedAdvanced: bulk-import existing contracts with AI extraction
Drop a PDF or scanned image and an AI agent extracts the full body, parties, value and term automatically.
advancedAdvanced: retainer-based projects with rollover hours
Configure recurring retainers with monthly hour quotas, automatic rollover and overage billing.
advancedAdvanced: use a Google Shared Drive as the OMB Cloud root
For teams with strict offboarding policies, use a Shared Drive so files survive employee departures.
advancedAdvanced: shared mailboxes (sales@, support@, info@)
Route a shared inbox to multiple team members with auto-assignment and AI triage.
advancedAdvanced: multi-host round-robin and pooled availability
For teams: distribute incoming bookings fairly or require multiple people in the same meeting.