Lead Centre 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.

In the next few days, I will be posting the functions of Lead Centre in QuickBooks.

·         How to Add/Edit a New Lead

·         How to Import Leads already created from an existing file

·         How to Export ‘Lead Contact List’, ‘Lead Status List’ and ‘Converted List’ with an Excel sheet

·         How to get a report on Leads and printing the report

·         How to setup a To Do list

·         A Note tab where you can write your last conversation and the next step to take

·         How to convert a sale prospect to a customer in QuickBooks. Etc.