Importing Contact Information

Osmosis Support posted this on acccounts

On the main navigation within the Osmosis product, select Clients to see the list:

From this screen, you can select to add a new Client:

This allows you to add client information:

If you select a client from the existing clients page, you can also edit these fields for existing clients.

When you create a questionnaire, you can quickly create new clients.

To import your clients from another product, see the Integrations section of the help guide. 

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