How to get Started with your CRM
My name is Rodrigo, and I am the VP of Product and Osmos founder. I have created this "Getting Started" guide to give you a......
User Profile
In the "User Profile" section, you can modify your profile picture, change your password, earn money by using your referral link, and allow the Osmos......
Report Dashboards and Widgets
Osmos report widgets provide various sales and business information that is valuable for business managers, sales managers, sales representatives, and anyone seeking business insights on......
Billing Management
In the "Billing Management" section, you have the ability to perform several actions related to your billing. These include adding your credit card, viewing transaction......
Plan Management
In the "Plan Management" section, you can view your current plan and add-ons and browse the various available plans and add-ons. 1. To access "Plan......
Business Profile
In the "Business Profile" section, you have the ability to personalize various aspects of your business information. This includes customizing your logo, business name, commercial......
Create and Switch Workspaces
What is a workspace? In simple terms, a workspace is a business profile that allows you to manage your leads, quotes, items, and team. To......
Create an Account
To create an account in Osmos, also known as a "workplace" is easy. To sign up, click on this link. Here are the 4 steps......
Onboarding
When creating a new workspace, you will go through an onboarding process. During this process, you can customize your workspace by adding elements such as......
How does Referrals Work?
Our referral program allows you to earn rewards by sharing a unique link with others. When you share this link with business owners, sales reps,......
Osmos Remote Access
When seeking support from the Osmos support team, there may be instances where we require access to your account for testing purposes. Rest assured that......
Delete Workspace (Close Account)
Delete Workspace (Close Account) IMPORTANT: Only the workspace owner can have access to this section. This is, in general, the person who created the workspace......
