Search Knowledge Base Articles

  • Creating a New Lead in Loomy360

    07/27/2025 1:25 AM
    To add a new lead, go to the Leads section from the main menu on the left and click the "New Lead" button. For a quicker option, you can also use the Quick Create menu. Simply click the car...

  • Convert Lead to a Customer in Loomy360

    07/27/2025 1:27 AM
    To convert a lead into a customer, simply click on the lead you want to convert and wait for the modal to open. Then, click the "Convert to Customer" button at the top. The conversion modal will appear, and...

  • Setting Up Lead Sources

    07/27/2025 1:28 AM
    It’s important to always track where your leads are coming from. To set this up, go to Setup → Leads → Sources and add new sources based on your business needs.If you want to set a default lead...

  • Setup Web to Lead Form

    07/27/2025 1:30 AM
    The Web to Lead feature in Loomy360 allows you to create customizable web forms using standard lead fields and custom fields, which you can embed on your website or landing pages via an iframe....