how-to · Help
Step-by-step guides, FAQs and tutorials for every OMB Cloud module.
Create and publish a page
Build a hero, body, footer, and ship it under your domain with one click.
how-toMulti-site and custom domains
Host a main marketing site, campaign landers, and partner microsites under one tenant.
how-toRead the conversion funnel
Visitor → lead → meeting → deal — and where each segment leaks.
how-toAttribution: first-touch, last-touch, multi-touch
Three models, three different stories. Pick the one that matches the question you're asking.
how-toHow collection stages and the funnel work
When an invoice moves stage, who triggers it, and how to override.
how-toMulti-channel follow-ups (email, voice, WhatsApp)
Email is the floor — voice and WhatsApp lift recovery rate dramatically after day 21.
how-toTrack keywords and rankings
Pick the right keywords, watch positions move, get notified on big shifts.
how-toGenerate AI content briefs
A brief that says what to write, why, and what shape it should take.
how-toRequest a service from the catalog
Filling the brief well saves you a meeting and shaves days off delivery.
how-toTrack agency engagements
Every active service shows up as a project — same project module your team uses.
how-toEmbed Webchat on your website
One script tag, two-minute setup. Works on any CMS or static site.
how-toHanding off from AI to human
When the visitor needs a human, the AI bridges without dropping context.
how-toBuild a custom AI Agent
Persona, knowledge, tools, guardrails — the four levers that define your agent.
how-toConnect channels: email, chat, voice, WhatsApp
One agent, multiple surfaces. Same context, same memory.
how-toBuild a form with the visual builder
Fields, validation, conditional logic, theming — all without code.
how-toEmbed a form on your website
Three ways: snippet, iframe, direct link. Each preserves attribution.
how-toBuild a custom workflow
Drag triggers and actions onto a canvas. Branch with conditions.
how-toTrigger and action catalog
What you can fire from, and what you can do — at a glance.
how-toDesign questions that qualify
Each question should produce both a score and a useful piece of CRM data.
how-toConfigure the result page
The result page is where the lead falls in love or bounces. Earn the call.
how-toAdd a fiscal entity per country
Step-by-step for MX (CFDI), US (LLC/Corp), ES (Facturae), BR (NF-e).
how-toOperate across multiple countries from one tenant
Pick the right entity per invoice — by customer country, contract, or currency.
how-toImport the catalog from CSV
Bring your existing product list in one shot — pricing, taxes, categories.
how-toMulti-currency catalog pricing
Quote the same item in MXN to MX clients and USD to US clients with locked rates.
how-toConnect Gmail to CRM threads
Send from your real Gmail, see replies in CRM. No forwarding rules.
how-toCalendar booking for Webchat and CRM
AI agents and reps book onto your real calendar with conflict detection.
how-toConnect Google Ads for ROI tracking
Spend data flows in, gets matched to leads and deals, ROI computes automatically.
how-toInvite users to a client portal
Add stakeholders to the portal with role-based permissions (decision-maker, viewer, billing-only).
how-toShare files and folders with a client
Drag-drop files into the client portal and the customer downloads them directly — no email attachments.
how-toMerge duplicate contacts
When the same person exists under multiple emails or spelling variants, consolidate without losing activity history.
how-toLink contacts to leads, invoices and conversations
How OMB Cloud automatically connects activities to the right contact — and what to do when it gets it wrong.
how-toImport companies and contacts from a CSV
Bring your existing client list into OMB Cloud — companies and contacts together, deduplicated automatically.
how-toMerge duplicate companies
When the same organization exists twice, merge them and keep everything linked correctly.
how-toIssue CFDI 4.0 invoices for Mexico
Native CFDI 4.0 issuance with multi-emisor wholesale timbrado — no third-party PAC contract needed.
how-toIssue Facturae invoices for Spain
Native Facturae 3.2.x XML generation signed with XAdES — ready for B2G mandatory and Crea y Crece B2B progressive.
how-toDesign a branded quotation PDF template
Use the visual builder to compose a fully branded quotation PDF — logo, colors, typography, layout.
how-toApply discounts and taxes correctly
Volume discount, promo codes, VAT/IVA per line — get the math right the first time.
how-toCreate a contract from a template
Pre-built templates for NDA, services, contractor, lease, sales — pick, fill variables, send.
how-toSend to multiple signers (sequential or parallel)
Configure a contract with several parties and choose the signing order that fits your workflow.
how-toSet up milestones and link them to invoicing
Trigger an invoice automatically when a milestone is marked complete and approved.
how-toTrack time against tasks
Log billable hours per task with stopwatch or manual entry, then export for invoicing or analysis.
how-toConnect Google Drive
OAuth-based Google Drive connection with optional folder scoping.
how-toAttach files to leads and companies
Drag-and-drop files into any CRM record and they auto-file into the right folder.
how-toConnect a Gmail account to the Email Hub
OAuth-based Gmail connection with optional label scoping for privacy.
how-toSet up SMTP for outbound when Gmail/Outlook are unavailable
For shared mailboxes or non-Gmail/Outlook domains, configure SMTP with rotating accounts.
how-toCreate your first booking page
A public URL prospects can use to book time on your calendar without back-and-forth.
how-toEnable AI scheduling for inbound requests
When a prospect asks "can we meet?" by email or chat, the AI agent handles the rest.
how-toImport leads from a CSV file
Bring your existing pipeline into OMB Cloud in under 5 minutes.
how-toSet up lead scoring
Auto-prioritize leads by fit and engagement so reps focus on the best opportunities.