Help For New Omny Link Users
If you have never used, or have only just started using Omny Link, please have a thorough read through our help section first to give you the pointers you need to get the most out of our system.
Omny Link is made up of a number of different modules that can be configured to meet your specific needs. When you first log in you will be presented with a list like that below. The exact contents will be specific to your installation but an example is shown below.
Omny Link Help
- Contact Management: Where do I find my contacts, leads, partners etc?
- Account Management: Where do I find my accounts, leads, partners etc?
- Work Management: Where do I find my tasks and reminders?
- Reporting: How can I get a quick view of how we’re doing?
- Password: How can I reset my password?
- Adding Your Photo: How can I use my photo instead of initials?
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We can help you setup any of the following:
- Leads & CRM
- Decision Management
- Or any of the wide range of website, app, email, social, finance, reporting or bespoke softwares you choose!
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We're Open Source
We believe the best software is created in an environment of open innovation and accountability, so Omny Link is yours to test, trial or develop.
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Omny Link Blog
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