Add a New Lead on Thulo Cloud CRM: Step-by-Step Guide

What is a Lead?

Leads are individuals or organizations that have shown interest in a company's products or services, making them potential future customers. They are crucial to the sales process because they represent opportunities for growth. Interest from potential customers can be indicated by actions such as filling out forms, making calls, attending events, interacting on social media, subscribing to newsletters, or engaging with content.

1. 1. Open your browser and navigate to https://mycloud.thulo.com/login this will direct you to the dashboard.
      
      

   2. Once on the dashboard, locate and click on the "Leads" section. This will take you to the area where you can manage your leads.
      
      
      

   3.  Click the "New Lead" button to start entering a new lead’s information.
      
      
      

   4. In the lead creation form, find the status field. There are pre-set options available, but you can also create a custom status to better reflect your needs.
      
      
      

   5. Choose from the available options or add a new status that fits your requirements.
      
      
      

   6. Similar to the status, there are multiple options available for the source of the lead. Select from these options or customize it to accurately reflect where the lead came from (e.g. events, social media, referrals).
      
      
      

   7. In the "Assigned" field, select the staff member responsible for following up with this lead. The available options are drawn from your staff list, so ensure that your staff members are added and up-to-date in the system.
      

   8. Fill in all essential client details such as Name, Address, Email, Phone Number, and Company Name. Entering complete information is crucial as it facilitates future interactions and saves time. This step is a one-time task; having thorough details will be beneficial for future reference.
      

   9. Specify Interested Products: Select the products or services the client is interested in. This information will assist your team members or followers in understanding the client's needs and tailoring their approach accordingly.
      
      
      
      

   10. If the client provides additional details, enter them in the corresponding fields. These fields are optional and should only be filled if the information is available.
       

   11. After entering all the necessary information, click the "Save" button. This action will add the lead to your list and make it available for future follow-up and management.