Leads Section Overview In Thulo Cloud CRM

To begin, ensure all essential lead information is accurately entered in the designated fields. Tailor the status and source fields to align with your specific needs. Utilize the actions menu for efficient lead management. Save the completed lead entry to integrate it into your system for ongoing follow-up and engagement. The lead details form is structured with multiple sections and fields designed to capture comprehensive lead information.

Here's a breakdown of each part and instructions on how to complete them:

1. Profile
   • Purpose: View and edit basic lead information.
   • Details: This tab displays all primary details about the lead, including contact information, status, source, assigned team member, and custom fields.
   

2. Proposals
   • Purpose: Manage proposals related to the lead.
   • Details: This section allows you to create, view, and track proposals sent to the lead. It's useful for keeping a record of offers or deals presented to the potential customer.
   

3. Tasks
   • Purpose: Track and assign tasks associated with the lead.
   • Details: This tab lets you add, view, and manage tasks related to the lead, such as follow-up calls, meetings, or other actionable items. This helps in organizing activities to effectively engage with the lead.
   

4. Attachments
   • Purpose: Store and manage files associated with the lead.
   • Details: You can upload and access documents, images, or other files relevant to the lead. This might include contracts, presentations, or any other supporting materials.
   

5. Reminders
   • Purpose: Set reminders for important actions or dates.
   • Details: Schedule and manage reminders to follow up with the lead or perform specific actions by a certain date. This ensures timely engagement and helps prevent missing crucial follow-ups.
   

6. Notes
   • Purpose: Record observations or information about the lead.
   • Details: Add and view notes related to the lead. These could be observations from meetings, important details about their requirements, or any other relevant information.
   

7. Activity Log
   • Purpose: Track all interactions and changes related to the lead.
   • Details: This section logs all activities, such as status changes, communications, or updates made to the lead’s information. It provides a history of interactions and modifications for reference.
   

8. Convert To Customer
   • Purpose: Transform a lead into a customer once they decide to make a purchase or engage with your services.
   • Action: Clicking this button will move the lead from the prospect stage to an active customer in your system, enabling further customer-related actions and tracking.
   

9. Edit
   • Purpose: Modify or update the lead's details.
   • Action: Click on the edit icon (pencil icon) to enter edit mode for the lead's profile. This will unlock all the fields in the lead's profile, allowing you to make changes to existing information or add new details.
   
   After editing, ensure to save the changes to update the lead’s record.
   1. Click on the edit icon (pencil icon) to enter edit mode for the lead's profile.
   2. This will unlock all the fields in the lead's profile, allowing you to make changes to existing information or add new details.
   3. After editing, ensure to save the changes to update the lead’s record.
   
   
   

10. Print
    • Purpose: Print a physical copy of the lead’s details.
    • Action: Click on the print icon (printer icon) to generate a printable version of the lead's profile. This will typically open a print dialog where you can choose your printer and other print settings. Print the lead’s information as needed for meetings, records, or offline review.
    1. Click on the print icon (printer icon) to generate a printable version of the lead's profile.
    2. This will typically open a print dialog where you can choose your printer and other print settings.
    3. Print the lead’s information as needed for meetings, records, or offline review.

11. More Button
    • Purpose: Access additional actions for the lead.
    • Options:
    1. Mark as lost: Update the lead's status to indicate they are no longer a viable prospect.
    2. Mark as junk: Categorize the lead as irrelevant or poor quality.
    3. Delete lead: Permanently remove the lead from your system.