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Category: How-To Guides

Customer Analytics Software
08 Aug, 2024
How-To Guides CRM Tips and Tricks

What are Contact Types in a Thulo Cloud CRM?

In a Customer Relationship Management (CRM) system, "contact types" typically refer to categorizations or classifications applied to contacts based on certain criteria. These classifications help...

License Management Software
08 Aug, 2024
How-To Guides CRM Tips and Tricks

What are Follow-up Types in the Thulo Cloud CRM?

In a CRM system, "follow-up types" refer to categorizations or classifications of follow-up activities or tasks associated with managing contacts, leads, or opportunities. These types...

Social Media Analytics
08 Aug, 2024
How-To Guides CRM Tips and Tricks

What are Followup Status in the Thulo Cloud CRM?

In a CRM system, "follow-up statuses" represent the current state or stage of follow-up activities associated with contacts, leads, or opportunities. These statuses provide insight...

Policy Enforcement Software
07 Aug, 2024
How-To Guides CRM Tips and Tricks

What are priority in Thulo Cloud CRM?

In a CRM (Customer Relationship Management) system, "priorities" refer to the importance or urgency assigned to various tasks, activities, or records within the system. Prioritizing...