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.
Leads Email Integration
This guide explains Thulo Cloud's Leads Email Integration, allowing automatic lead imports from email addresses for streamlined CRM lead management.
Setup Web to Lead Form
This guide will help you set up Web to Lead form.
Import Leads from WordPress Contact Form 7
This guide will help you to import leads from WordPress Contact Form 7.
Generate Lead Report
This guide will help you to generate a Leads Report.
Lead Activity Log
This guide will help you to track lead activity.
Assign lead to staff member
This guide will help you to assign the lead to a staff member.
Lead Statuses
This guide will help you to customize lead statuses.
Departments
This guide will help you to configure departments.