The Lead Center has 3 panes:
- Use the Leads pane on the left to view and sort your leads.
- Use the Lead Information pane on the right to review or edit information about a selected lead.
- Use the Tabs at the bottom of the window to access lists and notes for individual leads.
Along with tracking basic contact information, you can also add To Do notes that track Type (Call, Fax, Email, Meeting, Appointment, Task), Priority (Low, Medium, High), With (Lead, Customer, Vendor) along with the due date and any notes. Any of your To Do’s will show up on the new Calendar in QuickBooks, which can be accessed by going to the Company menu and selecting Calendar. The Calendar will only show the Notes and Status of the To Do, though.
Once you have won a lead, you can convert the lead into a customer. In the Lead Center, you select the Lead and then click the “Convert to a Customer” button. Be warned, once you convert a lead, you can’t undo it. It will copy the information over using your first address and the contact listed as your Primary contact. Any notes, additional addresses or additional contacts are not converted over. You can view the leads that you have converted over in the Lead Center by selecting the filter for “Converted Leads”, so the information is not lost, it is just a manual process to copy the additional information over.