Create New Lead
Started 1 year ago by Thulo Support Team in Thulo Cloud
Learn to create and manage leads in Thulo Cloud for effective team collaboration and streamlined customer acquisition and management.
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Navigate to Leads View:
- From the main menu on the left side, click on "Leads" and then "New Lead".
- From the main menu on the left side, click on "Leads" and then "New Lead".
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Quick Create Option:
- Alternatively, use the Quick Create menu by clicking the caret in the top left and selecting "Lead". A modal will open regardless of the current page in Thulo Cloud.
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Visibility Settings:
- Marking a lead as public makes it visible to all staff members; otherwise, it's visible to the assigned member, creator, and administrators.
- For specific staff member visibility, configure permissions.
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Access for Staff Members:
- All staff members can create leads.
- Non-admin staff can view leads under these conditions:
- If they created the lead.
- If the lead is marked as public.
- If the lead is assigned to them.
Tags: create-new-lead
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