Lead Sources
Started 1 year ago by Thulo Support Team in Thulo Cloud
Manage lead sources in Thulo Cloud to track where leads originate, optimize conversions, and streamline data entry with default source settings.
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You will always need a way to know where your leads are coming from.
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Adding New Sources:
- Go to Setup -> Leads -> Sources and add a new source based on your needs.
- Go to Setup -> Leads -> Sources and add a new source based on your needs.
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Setting Default Lead Source:
- Navigate to Setup -> Settings -> Leads to set up the default lead source.
- Navigate to Setup -> Settings -> Leads to set up the default lead source.
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Assigning Sources to Leads:
- You can assign a specific source to each lead to track their origin. This helps in identifying which sources generate the most leads converted to clients when generating reports.
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Default Source Usage:
- The default lead source automatically populates the source field when creating a new lead, ensuring consistency in data entry.
Tags: lead-sources
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