Contact Listing Overview
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......
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" to an "Organizations" 1. Select the "Contact(s)" 2. Click on the 3 dots menu and select "Convert to Organization" The contact......
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 contact module offer significant utility to many businesses as they enable the creation of fields that are relevant to their specific......
Defining Contact Language
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......
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" 2. Click on "+" sign 3.......
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 agent who added them, or when a contact is added using a lead or quote form. If a contact......
