Onboarding - Create a Lead

To help you learn Method, let's create a lead.

Updated over a week ago

A customer Lead is a potential client β€” 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.

Leads in Method do not sync to QuickBooks.

They stay in Method until you choose 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 works.

The Contacts App - Create a Lead

The Contacts App is used to manage all of your contacts. All your customers, vendors, and employees will be synced to this app from QuickBooks.

  1. Click the βŠ• 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 and note the required fields. There is also an option to add Tags, and a Lead Status, Rating, and Source.

    NOTE: If this lead eventually becomes a customer, it will show up in QuickBooks as shown in Name 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:

  1. 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?

  2. Customer Lead Details - The details for the customer lead.

  3. 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 transactions. The Estimates tab has been selected, showing a couple of estimates belonging to this customer:

It is now time to learn about Activities. Please see our next section, Onboarding - Create an Activity.

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