Lead Form
The lead form is a tool you can add to your website to capture lead information such as email, first name, last name, and other......
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......
Setup Sales Pipelines
Deal types and stages
Sales Activities
In the "Sales Activities" section, you can add, edit, and manage activities within Osmos. This will help you record interactions with prospects and customers, optimizing......
Create a Lead
In Osmos, a lead can simply be understood as a "Contact" that is marked or identified as a lead. Once identified as a "lead," it......
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 that sales representatives perform when working with leads and deals. These activities are recorded in a CRM......
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
The Lead Listing in Osmos allows you to view and organize all relevant information about your leads or potential clients in one place. In this......
Kanban View
Kanban is a visual system for deal management and workflow. It provides a clear and organized way to visualize deals, track progress, and manage the......
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......
Removing and Deactivating a Lead
Keeping the "All Leads" list with only active leads is a good practice to optimize their management. If a lead no longer has active deals......
