Understanding Leads vs Customers in Thulo CRM

Who this course is for
This course is for business owners, sales teams, and admins who want a clear sales process instead of mixing enquiries, leads, and customers.

What you will learn

• What a lead is vs what a customer is

• How leads are created in Thulo (forms, calls, imports)

• When and how leads become customers

• Why separating leads and customers matters

• Common mistakes that break sales tracking

After completing this course, you will be able to

• Correctly classify leads and customers

• Maintain a clean CRM database

• Track sales opportunities properly

• Improve follow-up and conversion rates

Note
This is a foundation course for all CRM and sales-related features in Thulo.

Beginner

English

Course Certificate

0 Enrolled Students

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