In this guide, we will explain the different components of the "contact list." Search Box You can search for a specific record by using this......
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......
You can convert "Contacts" to an "Organizations" 1. Select the "Contact(s)" 2. Click on the 3 dots menu and select "Convert to Organization" The 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......
Custom fields in the contact module offer significant utility to many businesses as they enable the creation of fields that are relevant to their specific......
You have the option to choose the communication language for each contact from the available languages offered by Osmos. Selecting a language enables you to......
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......
To upload a list of contacts to Osmos via a csv file follow this steps 1. Click on "Contact" 2. Click on "+" sign 3.......
The contact overview is an excellent way to gather all the relevant information on a single page. From here, you can: - View contact details......
Contacts are automatically assigned to the agent who added them, or when a contact is added using a lead or quote form. If a contact......