Working With Leads in Quickbooks
Overview
Leads are mainly referred to as prospects or probability that shows the starting point and stage in the sales process. You can create lists of potential customers and their information. QuickBooks provides its user the option to add particular details for each lead and also transfer lead to the customer center. QuickBooks helps you to send them more information and answers to the asked questions of your prospects. Leads are not customers but QuickBooks helps to transfer leads into customers.
Steps To Work With The Leads And Setup Leads
- First, from the QuickBooks menu, you need to open ‘Lead center’.
- Then, select ‘customers’ that you want to work with the ladies.
- Now the dialog box will get displayed, you need to edit names for your lead by click on the ‘New Lead’.
- From the status option, classify your leads as you want. e.g. hot, warm, or cold.
- After completion, from the lead center, you can view your created leads. And make a specific lead search by entering a name on the ‘Find box’.
- To edit lead, click twice on the ‘lead center’ list.
- You need to log in to your lead on to do section and make a note about the lead from the ‘Note’ option.
- In case you want to convert your lead into a customer, you need to click on the lead list and select ‘convert to a customer’.
- To import any information about leads, for this click on the ‘lead center’ toolbar, then click on ‘import multiple leads’ from this an ‘import’ dialog box gets displayed, you can copy information from the excel spreadsheet.
- Then, click ‘ok’ and save the edit details.
