In Osmos, a lead can be understood simply as a "Contact" that is marked as a lead to make it accessible 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. With a lead, you can easily monitor the stages of the deal, add annotations, and conveniently follow up.
1. Click on "Lead"
2. Click on "Add Lead"
3. Select "Contact List"
Alternatively you can upload a list of leads via a CSV file
4. Select the "Contact(s)" to be marked as a "Lead"
You can select multiple contacts at the same time
5. Click on "Convert to Lead"
6. The "Lead" is added to the listing
