Setup Sales Pipelines
Deal types and stages
Sales Activities
Activities refer to the various actions and tasks performed by sales representatives when working with leads and deals. These activities are tracked in CRMs to......
Create a Lead
In Osmos, a lead can be understood simply as a "Contact" that is marked as a lead to make it accessible within the lead module.......
Add a "Deal" to a Lead
A "Deal," also known as an "Opportunity," is a fundamental component of a CRM. It serves as the foundation for making a sale. When a......
Record an "Activity"
Activities refer to the various actions and tasks performed by sales representatives when working with leads and deals. These activities are tracked in CRMs to......
Update a "Deal Stage"
A deal typically progresses through various stages in a sales pipeline, starting from the initial contact with a lead and concluding with the successful closure......
Lead Listing in Depth
In this guide, we will explain the different components of the "lead list." Search Box You can search for a specific record by using this......
Kanban View
Kanban is a visual deal management and workflow system. It provides a clear and organized way to visualize deals, track progress, and manage sales workflows.......
Manage Reasons
Reasons are utilized to identify the WHY behind a deal being lost, abandoned, or won. When marking a deal as lost, abandoned, or won, the......
Remove a Lead
A best practice is to maintain the "All Leads" list with only active leads. This means that if a lead's deal(s) have been qualified as......
Add a "Task" to a Deal
To add a task to a lead follow this guide Learn more about Tasks 1. Select the lead 2. Click on "Add Task" 3. Create......
Deal Rotting Feature
The "Deal Rotting" functionality allows you to keep your deals updated; it will show how many days these deals have passed without any interaction. Its......
