When creating a new workspace, you will go through an onboarding process. During this process, you can customize your workspace by adding elements such as your logo, website, and phone number.

1. Organization details

Enter your organization's name, website, logo, and contact information.


2. Customize Workspace

Select your industry, country, and main currency to customize your workspace.


3. Define your Goals

What are your goals with Osmos? Are you primarily focused on sending quotes, managing leads, or both? Your goals will determine the customization of your environment to best suit your needs.


4. Invite your Team!

Add your team to your workspace or skip this step and do it later.