Knowledge Base
Knowledge Base
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Getting Started

Getting Started

A collection of suggest articles that will help you get started.

14 articles in this category

Lead Module (CRM)

Lead Module (CRM)

Everything about managing leads, creating deals, and closing.

13 articles in this category

Contact Module

Contact Module

Create contacts, capture and keep their information up-to-date

10 articles in this category

Tasks, Reminders, To-do's, Goals...

Tasks, Reminders, To-do's, Goals...

Be on top of your game by organizing your tasks, reminders, to-do's and goals.

2 articles in this category

Everything About Emails

Everything About Emails

A guide on how to send, and receive emails from Osmos CRM. Create email template...

4 articles in this category

Organization Module

Organization Module

Create organizations and add contacts to them. Measure sales not only at a conta...

6 articles in this category

Team Management

Team Management

Invite team members, collaborate, form teams, and assign roles.

5 articles in this category

Items

Items

Items

5 articles in this category

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