Work With Leads in QB Provide
Leads are mainly referred to prospects or probability that show the starting point and stage in the sales process. You can create lists of potential customers and their information. Working With Leads in Quickbooks provides its users the option to add particular details for each lead and also transfer leads 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 customer Service + contact.
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 be displayed, you need to edit names for your lead by clicking on the ‘New Lead’.
- From the status option, classify your leads as you want. e.g. hot, warm, or cold.
- After completing, from the lead center, you can view your created leads. And make a specific lead search by entering a name in the ‘Find box’.
- Working With Leads in Quickbooks.
- To edit the 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, click on the ‘lead center’ toolbar, then click on ‘import multiple leads’ From this an ‘import’ dialog box is displayed, and you can copy information from an Excel spreadsheet.
- Then, click ‘ok’ and save the edit details.
Source: 99accounting
