How to Add/Edit a New Lead in QuickBooks

Lead Centre in QuickBooks is where you record all sales prospects in your business. It is a place where you can track data and follow-up on your sales leads.

1) Click ‘Company’ at the menu bar and select ‘Lead Centre’ from the drop down list. 

2) The ‘List Centre’ window below appears.
Click ‘New Lead’ at the top of the window to setup a new lead for the business. 

3) The ‘Add Lead’ window below appears
The ‘Add Lead’ window consists of two tabs (Company tab & Contacts tab). 

A: Enter the customer name in the box.
B: Click the drop down arrow in order to select from the drop down list the status of the lead whether it is ‘Hot, Warm or Cold’. Here, Hot is selected. 

C: The Company tab consists of: Company Name, Main Phone, Website, Main Email, Additional Email, Locations. 

D: The Contact tab: Fill in the customer’s contact information in the appropriate boxes  

E: Enter the company name
F: The main phone number of the customer
G: the company’s website
H&I: The email address of the customer and additional email address
J: the company’s address
K: Click ‘OK’ below the window after entering the necessary information in the appropriate boxes.