A customer Lead is a potential client. You have not completed a transaction with them yet. Your business may have thousands of leads, however, you don't necessarily want them in your QuickBooks.
And so, leads in Method:CRM do not sync to QuickBooks.
They stay in Method:CRM and you have the choice to convert them into a real customer where they will immediately sync to QuickBooks.
For all intents and purposes, a customer lead is very similar to a customer, the only difference being they don't sync to QuickBooks. Thus, in this article, we will walk you through creating a lead to help familiarize you with how Method:CRM works.
The Contacts App - Create a Lead
The Contacts App is used to manage all of your contacts. It will sync your customers, vendors, and employees to and from QuickBooks.
1. Click the ⊕ New link on the Contacts app.
2. If not already selected, make sure you select Lead as the contact type.
3. Fill in the rest of the information for your lead. Note the required fields. If this lead eventually becomes a customer, it will show up in QuickBooks as shown in Name as it will show up in QuickBooks.
4. You can also expand the Add Address information to add that in.
5. Select the Save button either at the bottom or top of the screen.
View your New Lead
Once you create your lead, you will be taken to a screen where you can view them. The screen is broken up into three different sections:
- Contact Details - The details for the contact attached to the lead. For more information on the difference between contacts and customers, please see our article What is a Contact?
- Customer Lead Details - The details for the customer lead.
- App Ribbons - The customer lead will have a number of interactions and transactions that will eventually be associated with it. This is currently empty, but if you were to create some for this lead, you would be able to see it here.
In the below example image is from a lead with a few activities and estimates. The Estimates tab has been selected, showing an estimate belonging to this customer:
It is now time to learn about Activities. Please see our next section, Onboarding - Create an Activity.