A customer Lead is a potential client. They have not done business with you yet nor have you completed a transaction with them. Your business may have thousands of leads, however, you don't necessarily want them in your QuickBooks.
Thus leads in Method do not sync to QuickBooks. They stay in Method 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 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.
Underneath the main header, you will see records that relate to this user. This is called the App Ribbon.
Currently, the App Ribbon only shows apps the current Method user has access to. However, if we were to enable the Sales Receipt app, for example, then we would also see the number of sales receipts this current customer has.
In the next section, you will create an activity, but before we do that, we should emphasize there is a difference between a contact and a customer/customer lead. If you wish to read more of that, please refer to our article What is a Contact?
It is now time to learn about Activities. Please see our next section, Onboarding - Create an Activity.