Tips and good habits

The golden rules

1
Search before you create. Duplicates are the biggest data problem in any CRM.
2
Log everything. Every call, email and meeting. Your memory fades; the CRM’s doesn’t.
3
Keep records current. A deal with a close date three months ago is worse than no deal at all.
4
Link records together. Contact to organization, to opportunity, to project: the links are what make the CRM useful.
5
Write it down. Descriptions, solutions and comments are where the real value lives.

When	What to do
Morning (5 min)	Check the dashboard, today’s activities and your open tickets.
During the day	Log calls and meetings straight after; update deal stages; answer tickets.
End of day (5 min)	Clear overdue tasks, plan tomorrow, update stale deals.
Weekly (15 min)	Review your pipeline, check outstanding invoices, run your key reports.

Shortcut	What it does
+ in the top bar	Create any record from anywhere.
Search in the top bar	Find any record across modules.
Ctrl+click a record name	Open it in a new browser tab and keep your list.
Eye icon in a list	Preview a record without leaving the list.
Pencil in a list cell	Change one value without opening the record.
Star on a record	Follow it, and be told when it changes.
@name in a comment	Notify a colleague.

Agree on naming. Decide as a team how to name things — e.g. “Company — deal” for opportunities — and stick to it.
Use the dropdowns. Pick from the options instead of typing free text; filters and reports depend on it.
Check email addresses. The email is your most important identifier.
Close rather than delete. Mark old records closed or inactive instead of deleting them. Deleted records go to the Recycle Bin, where they can be restored; only an administrator can delete them permanently.

Where	When
This guide	Step-by-step help for each part of Omnir.
Your administrator	Access, missing modules, dropdown values and settings.
Omnir support	Anything else — email us and we will help.

Still stuck? Ask your administrator, or email support@omnir.com. All guides