Use the Lead Center to track activities related to your sales prospects in one place in QuickBooks Desktop.
Use the Import Leads window to enter multiple prospects in the Lead Center at the same time. Although you can paste a whole spreadsheet at once, you can minimize errors by pasting one column at a time.
You can add action items to the To Do List and create notes about your prospects. You can access any items on the To Do List in other areas of QuickBooks, like the Customer Center and the QuickBooks Calendar. To add a to do:
If you have multiple contacts for the same lead, you can designate one as the primary contact. QuickBooks makes the first contact you enter the primary contact. To change the primary contact: