Editing Leads
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You can track your sales prospects or potential customers in the Leads section of the Sales Module. Enter customer information and track sales information such as potential revenue, estimated close date, sales stage and more. When a lead becomes a customer, you can move the lead to the Customer module. | You can track your sales prospects or potential customers in the Leads section of the Sales Module. Enter customer information and track sales information such as potential revenue, estimated close date, sales stage and more. When a lead becomes a customer, you can move the lead to the Customer module. | ||
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+ | == Lead Overview == | ||
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+ | A lead is a potential customer. A lead is separate from your customers and doesn’t sync to QuickBooks customers. | ||
<br>A lead can be converted to a customer. You can do this directly from the lead or the lead is automatically converted to a customer when you convert the proposal for the lead to a service order, install order, or invoice. | <br>A lead can be converted to a customer. You can do this directly from the lead or the lead is automatically converted to a customer when you convert the proposal for the lead to a service order, install order, or invoice. | ||
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<br>5. Click the Billing tab. If the billing information is the same as the site information, click''' Set from site'''. This will populate the billing tab with the information from the site tab. If the Lead is a new job site for an existing billing company, instead of clicking Set from site, click '''Select Billing Company''' and in the search window select the parent company for the lead. | <br>5. Click the Billing tab. If the billing information is the same as the site information, click''' Set from site'''. This will populate the billing tab with the information from the site tab. If the Lead is a new job site for an existing billing company, instead of clicking Set from site, click '''Select Billing Company''' and in the search window select the parent company for the lead. | ||
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