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Oomph CRM Knowledge Base

website·Indexed 32 days ago

https://knowledgebase.oomph.systems

Guides and documentation for Oomph CRM, covering getting started, user and team management, data importing, custom fields, and sales opportunities. Includes instructions for integrations with Office 365, Gmail, QuickBooks, and IMAP/SMTP, as well as managing billing plans and payment methods.

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What's inside Oomph CRM

  1. Set Terms and Conditions for Quotes in Oomph CRM

    To add company terms and conditions to quotes in Oomph CRM:

    1. Click the cog icon in the top menu to enter System Settings.
    2. Select Quotes from the system settings ribbon.
    3. Choose one of two methods to provide the terms:
      • Text (Recommended): Copy and paste the terms and conditions directly into the provided text box.
      • PDF: Click Upload and select a PDF file of your terms and conditions.

  2. Create a new sales opportunity in Oomph CRM

    To add a sales opportunity in Oomph CRM, navigate to the Sales Opportunities section and enter the deal details. Note that every opportunity must be linked to a customer; if the customer does not exist in the system, they must be created before the opportunity can be saved.

    Steps to add an opportunity:

    1. Log into the Oomph CRM dashboard.
    2. Navigate to Sales and Marketing > Sales > Opportunities in the left-hand menu.
    3. Click the Add New button in the top-right corner.
    4. Fill in the required opportunity details:
      • Reference: The name of the deal.
      • Description: A summary of the opportunity.
      • Estimated Value: The projected worth of the deal.
      • Expected Cost: The projected cost of the deal.
      • Win Date: The expected closing date.
      • Opportunity stage: The current phase (e.g., early talks, proposal, negotiation).
      • Win Probability of Success: The likelihood of the deal closing.
      • Related Customer: The customer linked to this opportunity.
    5. Click Save.

  3. Customize sales opportunity stages and fields

    You can personalize how sales are tracked by configuring the opportunities setup. This allows you to create custom fields, define specific sales stages (e.g., "Contacted" or "In Progress"), and assign probability percentages to each stage of the sales process.

    To access these settings, navigate to: Sales and Marketing > Sales > Opportunities Setup.

  4. Create a new user in Oomph CRM

    To create a new user, navigate to System Settings via the cog icon in the top-right corner, select Users > User Management from the left menu, and click the 'Add New' button. You must provide details across three sections: User Information (name, email), User Management (teams, roles), and User Account Security (passwords, authentication). After filling in the details, click Save.

  5. Set Terms and Conditions for Invoices in Oomph CRM

    To add company terms and conditions to invoices in Oomph CRM:

    1. Click the cog icon in the top menu to enter System Settings.
    2. Select Invoices from the system settings ribbon.
    3. Choose one of two methods to provide the terms:
      • Text (Recommended): Copy and paste the terms and conditions directly into the provided text box.
      • PDF: Click Upload and select a PDF file of your terms and conditions.

  6. Start and skip the Oomph CRM guided tour

    Oomph CRM features a built-in Tour to guide users through platform functionality. The tour is enabled by default and starts automatically the first time a user visits any section of the CRM. Users can exit the tour at any time by selecting "Skip Tour" from the Tour Pop-up.

  7. Replay the tour for the current page in Oomph CRM

    To restart the guided tour for the specific section or page you are currently viewing (e.g., the dashboard), use the tour controls in the top menu bar.
    1. Click the Play Button (tour icon) in the top menu bar.
    2. Select "Replay Current Tour" from the dropdown menu.

  8. Change or upgrade your Oomph CRM subscription plan

    To change your Oomph CRM plan (upgrade, downgrade, or adjust the billing cycle), follow these steps:

    1. Open System Settings by clicking the cog icon in the top menu.
    2. Select Subscriptions from the system settings ribbon.
    3. Click Change Plan to view available options.
    4. (Optional) Toggle between monthly and annual billing. Annual subscriptions may offer savings (e.g., 12 months for the price of 10 on selected plans).
    5. Click Switch to Plan next to the desired plan.
    6. On the 'Switch Plan Subscription' page, click Review Purchase.
    7. Review the summary comparing your current plan and the new plan, including financial changes.
    8. Select Confirm and Checkout to finalize the change.

  9. Manage users and assign permissions in Oomph CRM

    To add and manage team members:

    1. Navigate to Settings > Users > User Management.
    2. Click Add New to enter user details.
    3. Assign the user to the appropriate Teams. Note: If a user belongs to multiple teams, they are granted the highest permission level available among those teams.

  10. Assign a user to a team in OomphCRM

    To assign an existing user to a specific user team:

    1. Navigate to User Management from the left menu.
    2. Locate the desired user, click the three dots (top-right), and select Edit.
    3. Under the User Management > User Teams section, select the target team from the dropdown menu.
    4. Click Save to apply the changes.

  11. Import customers, suppliers, and products into Oomph CRM

    Oomph CRM supports bulk data uploads via CSV templates:

    • Customers & Suppliers: Navigate to Settings > System Settings > Import tab and upload the CSV file.
    • Products: Products can be added manually or via the CSV Import feature.

  12. Create and configure custom fields in Oomph CRM

    Custom fields allow you to capture specific data points not covered by default system fields. To create a custom field in the Customers module:

    1. Navigate to the Customers module in the left menu.
    2. Open Customers Setup.
    3. Select Custom Fields from the top menu ribbon.
    4. Click Add New in the top right of the screen.
    5. Define the field configuration:
      • Customer Field Name: The label that will appear in the system.
      • Input Method: Select the data type:
        • Text: For alphanumeric input.
        • Date: For date selection.
        • Toggle: For Yes/No or On/Off choices.
    6. Click Save.

    Once saved, these fields appear in the relevant module and are available for data mapping during imports.