Contact Listing Overview
The contact list is a fundamental tool within Osmos, allowing you to manage, organize, and visualize all relevant information about your contacts. In this guide,......
Mark a Contact as Lead
When you "mark" a contact as a lead, the contact will be added to the lead listing. This action is considered equivalent to creating a......
Convert Contact to an Organization
You can convert "Contacts" into "Organizations." When you perform this action, the contact is removed from the contacts list and added to the organizations list.......
Delete a Contact
If you delete a contact, you will no longer be able to assign deals or quotes to it. However, please note that all past deals......
Adding Custom Fields to Contacts
Custom fields in the contacts module allow you to create additional fields to add information to a contact. Some commonly added examples include: - Contact's......
Defining Contact Language
You have the option to choose the communication language for each contact from the available languages offered by Osmos. Quotes sent to your contacts will......
Create a Contact
A "Contact" refers to the client or individual who serves as the primary point of contact for a sale. Contacts play a crucial role in......
Uploading a Contact List
To upload a list of contacts to Osmos via a csv file follow this steps 1. Click on "Contact" in the main left menu 2.......
Contact Overview
The contact overview is an excellent way to gather all the relevant information on a single page. From here, you can: - View contact details......
Assign Contact to Member
Contacts are automatically assigned to the member who added them, or when a contact is added using a lead form or eQuote. If a contact......
