Sales Activities

Activities refer to the various actions and tasks performed by sales representatives when working with leads and deals. These activities are tracked in CRMs to enhance customer satisfaction and improve sales opportunities.

Some examples of what these activities can be are:

  • Meetings

  • Phone calls

  • Appointments

  • Demos

  • Send quote

  • Agreements

Let's customize and add sales activities to Osmos

1. Click on the 3 dots


2. Click on "Manage Activities"


3. Add or edit the current default activities