All Categories Getting Started

Widgets are reports and graphs that provide valuable insights into your sales and prospects. They are essential tools for your sales team, offering easy access......

published on June 21, 2023

In the "Billing" section, you can perform various actions such as adding your credit card, viewing your transaction history, and downloading past invoices. 1. To......

published on June 6, 2023

If you want to check your plan, you can do so from the "Plan Management" section. Here, you can view your current plan, members, and......

published on June 7, 2023

In the "Workspace Profile" section, you can customize various aspects of your business information. This includes updating your logo, business name, legal name, tax ID,......

published on June 6, 2023

What is a workspace? In simple terms, a workspace is a business profile that allows you to manage your leads, quotes, products, and team. To......

published on June 7, 2023

To create an account in Osmos, also known as a "workspace," is easy. To sign up, click on this link. 1. Sign up Enter the......

published on April 20, 2023

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......

published on May 12, 2023

Our referral program allows you to earn rewards by sharing a unique link with others. When you share this link with business owners, sales representatives,......

published on June 6, 2023

When seeking help from the Osmos support team, there may be situations where we need access to your account for testing purposes. Rest assured that......

published on June 6, 2023

Deleting an account in Osmos is a simple process, but it's important to note that this action is irreversible. If you're sure you want to......

published on June 7, 2023

The person who creates a workspace is identified by us as the "Superadmin" and the owner of the workspace. This individual is responsible for the......

published on June 7, 2023

This plan is well-suited for businesses with an established customer base and a need for a CRM to manage their sales deals and opportunities. With......

published on June 15, 2023