How to add leads?

Leads is a person or organization who has shown an interest in your company's products or services.

(goal of converting them into a customer) 

Leads

• Go to CRM -> Leads and click add to add leads. 

  • In the Add Lead form, fill in the details of the new lead, such as the lead name, email, phone number, and address.

  • You can also add additional details such as the lead source, lead status, and any notes.

  • Once you have filled in all the necessary details, click on the "Save" button to create the new lead.

• Add/Edit/Delete leads

• Convert leads to customer https://support.thulo.com/articles/how-to-convert-leads-to-costumer

• Leads source: Know which source (e.g google/facebook etc) leads are converting to more customers.

• Leads life stage: Know the life stage of lead (New/Qualified/Opportunity/ etc)

Leads Category

• Go to CRM -> Category 
• Click on the "Add" button located in the top right corner of the screen.
• In the Add Lead Category form, fill in the name of the new lead category. Once you have filled in the  details, click on the "Save" button to create the new lead category.

Leads Sub Category

• Go to CRM -> Sub-Category 
• Click on the "Add" button located in the top right corner of the screen.
• In the Add Lead sub-category form,select the category and fill in the name of the new lead subcategory. Once you have filled in the  details, click on the "Save" button to create the new lead sub-category.