Creating a New Knowledge Base Group
Create and organize knowledge base groups to categorize articles by topics like Domains or Hosting, enhancing accessibility and management.
Contracts Templates
Easily create and use contract templates in Perfex CRM to streamline contract creation with predefined HTML content, enhancing efficiency and consistency.
Creating a New Contract
Create contracts efficiently in Thulo Cloud: set details, manage types, attach files, and send as PDFs to clients, streamlining your contract management process
Contract Expiry Notification
Set up contract expiry alerts in Thulo Cloud to notify admins and creators, highlight expired contracts, and configure email notifications for timely updates.
Contract Renewal
Learn to renew contracts in Thulo Cloud easily, ensuring accurate data entry and tracking contract history efficiently.
Lead Sources
Manage lead sources in Thulo Cloud to track where leads originate, optimize conversions, and streamline data entry with default source settings.
Create New Lead
Learn to create and manage leads in Thulo Cloud for effective team collaboration and streamlined customer acquisition and management.
Convert Lead to a Customer
Learn to convert leads to customers in Thulo Cloud for streamlined data transfer and status updates, optimizing customer management.
Sending Proposal to Customer or Lead
Send proposals in Thulo Cloud, allowing customers or leads to view, comment, accept, or decline, with notifications sent to the creator and sales agent.