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 will appear within the lead module.
Any changes made to the contact information will be reflected in both the contact and lead modules.
Creating a lead is useful when you want to track a deal or opportunity. You can easily monitor the stages of a deal or opportunity, add notes, tasks, and reminders, send emails, and follow up.
To add a lead and later create a deal, follow these steps:
1. Click on "Lead & Deals" in the main left menu
2. Click on "Add Lead"
3. Select "Contact List"
Alternatively, you can upload a list of leads/contacts via a CSV file.
4. Select the "Contact(s)" you want to mark as a "Lead"
You can select multiple contacts at the same time
5. Click on "Convert to Lead"
6. The "Contact" is added to the lead list
Once added, you can manage the prospect, create deals, take notes, and more.
Learn how to create a deal.
