Create a Lead

How to Create a Lead in the Contacts App

Updated over a week ago

You can create Leads in the Contacts App. Remember, a lead is a potential customer and is not synced to QuickBooks. They only sync when converted to a customer.

  1. Click ⊕ New on the Contacts App or click ⊕ New Contact from your Contacts List

  2. This opens a New Contact screen. Make sure the Lead option is selected under type of contact you wish to add. 

  3. 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:CRM user the lead will be assigned to.

    • Sales Rep (QuickBooks Desktop only): This is the Sales Rep the lead will be assigned to.

  4. Fill in the other fields as needed, such as Tags, and a Lead Status, Rating, and Source.

  5. 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!

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