You can create Leads in the Customers & Leads App. Remember, a lead is a potential customer and is not synced to QuickBooks. They only sync when converted to a customer.
Click ⊕ New on the Customers & Leads App or click ⊕ New Contact from your Contacts List.
This opens a New Contact screen. Make sure the Lead option is selected under type of contact you wish to add.
Filling out the rest of the details should be intuitive; however, there are a few fields we can clarify.
Name in QuickBooks*: When this lead is converted, this will be the name it shows up under when looking through your customer list in QuickBooks.
Assigned To (Internal Rep) (QuickBooks Online only): This is the Method user the lead will be assigned to.
Sales Rep (QuickBooks Desktop only): This is the Sales Rep the lead will be assigned to.
Fill in the other fields as needed, such as Tags, and a Lead Status, Rating, and Source.
Click Save to save the contact and customer lead, or Save & New to save and then clear the screen for a new entry.
You've successfully created a new lead with an associated contact!