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Lead Center overview

Use the Lead Center to track data about your sales prospects in one place inside QuickBooks.

To open the Lead Center, choose Company > Lead Center.

The Lead Center has 3 panes:

  • Use the Leads pane on the left to view and sort your leads.

  • Use the Lead Information pane on the right to review or edit information about a selected lead.

  • Use the tabs at the bottom of the window to access to do's, contacts, locations, and notes for individual leads.

You can:

  • Add or edit leads.

  • Import multiple leads

  • Sort and search leads

    To sort your leads:

    1. In the Leads pane on the left, click the View drop-down arrow.

    2. Select a lead type or status.

    To search for a lead:

    1. In the Leads pane on the left, enter a name in the Find field.

    2. Click the magnifying glass icon.

      Note: If your search doesn't return the result you expect, click the View drop-down arrow, select All Leads, and search again.

  • Add a to do for an individual lead

    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:

    1. In the Leads pane on the left, select a lead.

    2. On the To Do's tab, click the To Do drop-down arrow and choose New To Do.

    3. Enter your information.

    4. Click OK.

  • Edit lead contacts

    1. In the Leads pane on the left, select a lead.

    2. Click the Contacts tab.

    3. Select a contact.

    4. Click the Edit button.

    5. Enter your information.

    6. Click OK.

    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:

    1. On the Contacts tab, click the Contact drop-down list.

    2. Choose the contact you want to make primary.

    3. Select the Is Primary Contact checkbox.

      Note: When you convert a lead to a customer, the primary contact's information becomes the customer.

  • View and edit lead locations

    Select the Locations tab to view the physical locations of a lead. To edit a location:

    1. In the Leads pane on the left, select a lead.

    2. Click the Locations tab, and select a location.

    3. Click the Edit button.

    4. Enter your information.

    5. Click OK.

  • Add and edit notes

    To enter a note about a lead:

    1. In the Leads pane on the left, select a lead.

    2. Click the Notes tab.

    3. Click the Add Notes button.

    4. Enter your information.

    5. Click OK.

  • Convert a lead to a customer

    Important: Once you convert a lead, you can't undo the conversion or edit a converted lead in the Lead Center.

    Select a lead and click the Convert to a Customer button. This moves your lead to the Customer Center. You can track more information for leads than for customers, so you may lose some information when you convert (for example, links to their Facebook and LinkedIn profiles, and so on).

    Important: When you convert a lead, it must have a unique name. If you already have a customer with the same name, add a letter or number to the end of the lead name.

KB ID# H_LEADCTR_INFO_USING
12/5/2016 9:41:37 PM
PPRDQSSWS400 9138 Pro 2017 f64a1b