Customers are the most important part of Thulo Cloud. The main purpose this application is build is to serve clients. Clients area is separated from the administration area. They have their own portal and can easily manage tickets, invoices,...

We assume that you already have created the proposal. Click on the mail icon from the right side and popup with with the preview email template will be shown. You can include the proposal link inside the email template and let your custome...

What is a Lead? Leads are individuals or organizations that have shown interest in a com...

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 compl...

Navigate to the Admin Page:• Open your web browser and go to https://mycloud.thulo.com/login• Log in with your admin credentia...

Navigate to the Admin Page• Open your web browser and go to https://app.thulo.com/login• Log in with your admin credentials if pro...

This Thulo Cloud feature will allow you to create predefined items to speed up the process when creating new invoices/estimates/proposals....

You can easily customize leads statuses so they can fit into your workflow. To add new lead status you will have to go to ...

Open a lead and simply select the staff member you want to assign the lead to....

To track lead activity open a lead modal and click on the Activity log tab. All important actions will be saved as an activity log for...

To view your leads report navigate to menu item Reports from the side menu and click Leads...

Thulo Cloud has the ability to import/capture leads from the most popular contact form (and any other customizable forms) for WordPress Contact Form 7 ...

Thulo Cloud Web to Lead feature allows you to build a web form based on lead fields and custom fields to place it on y...

The Leads Email Integration is a powerful feature of Thulo Cloud that allows you to integrate leads from your email address. By setting up an...

To send a proposal, follow these steps: Prepare the Proposal: Ensure you have already created the...

Open the Lead: Click on the lead and wait for the modal to open. Click the "Convert to C...

You will always need a way to know where your leads are coming from. Adding New Sources: G...

Navigate to Contract: Click on "Edit Contract" and then "Contract Renewal...

Notification Recipients: Only the contract creator or admin will receive expiration notifications...

Navigate to Contracts: Access "Contracts" from the side...

In Thulo Cloud, creating predefined HTML templates greatly simplifies the contract creation process. Create a Cont...

This article explains how to utilize the "Set Password Link" feature in Thulo Cloud to allow your contacts to creat...

This article explains how to utilize Thulo Cloud's reporting features to generate reports on your customer data, pr...

This article explains how to leverage customer reminders within Thulo Cloud, ensuring you stay on top of important...

This article explains how to efficiently export customer invoices, estimates, or payment data as a ZIP archive with...

This article explains how to leverage Thulo Cloud's customer profiles to access a centralized view of all your cust...

This article explains how to control customer self-registration within Thulo Cloud and the implications for your cu...

This article provides a comprehensive guide on creating new customer profiles within Thulo Cloud, allowing you to e...