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abdallahalifci91
Level 1

How to create new lead in dashboard? Is there an api to create leads?

i want to create leads from outside and submit it to quickbooks any help plz?
4 Comments 4
Ethel_A
QuickBooks Team

How to create new lead in dashboard? Is there an api to create leads?

I'm here to provide information about your question about creating a lead in Dashboard.

 

In QuickBooks Online you can add a customer as a lead customer. When it comes to adding leads in the Dashboard, you can find a third-party app to help you track leads. You can explore and find them within your QBO company file.

 

Here's how:

 

  1. Sign in to your QBO company file.
  2. Within your Apps menu, click Find Apps.
  3. Search the name of the app.
  4. You can also click on Browse categories and then expand each dropdown to view options that apply to you. It will show different apps that you can use for your inventory.
  5. Choose an app you want to use, then click Get app now.

 

The API-related concerns are handled by our Intuit Developers team. Their dedicated page addresses programming and system-related inquiries from business professionals like you. I recommend creating an account and submitting your question through that platform.

 

For future reference, please be informed that we possess references for Sales and Customers available for your future needs.

 

Please let us know if there’s anything else we can do to help you manage customers in QuickBooks Online. We’re offering our full support to help you resolve this matter.

abdallahalifci91
Level 1

How to create new lead in dashboard? Is there an api to create leads?

In QuickBooks Online you can add a customer as a lead customer. 
how to add a customer as a lead customer ?
plz help me with detailed steps.
is there a difference between customer and lead customer ?
thanks for your patience and interest.

abdallahalifci91
Level 1

How to create new lead in dashboard? Is there an api to create leads?

In QuickBooks Online you can add a customer as a lead customer. 
how to add a customer as a lead customer ?
plz help me with detailed steps.
is there a difference between customer and lead customer ?
thanks for your patience and interest.

ShyMae
QuickBooks Team

How to create new lead in dashboard? Is there an api to create leads?

Adding a customer as a lead is a great way to keep track of potential sales opportunities before they become full-fledged. I'll explain the differences between them, Abdallah. 

 

A customer refers to an individual who has engaged in transactions with your business, such as invoicing and payments.

 

On the other hand, a lead customer represents a potential client who has not yet conducted any business transactions with you. 

 

In QuickBooks Online, you can add potential clients by assigning a customer type, as there is no direct option to add and track them. This functionality enables you to group them into different segments.

 

Here's how to create a customer type:

 

  1. Go to the Sales menu. Click Customers.
  2. Press the Customer type area, then pick New customer type.
  3. Type in your preferred name. For example (Potential Customer or Lead Customer.)
  4. Once done, Save.
     


Now, return to the Customers page and add your potential buyers.

 

  1. Tick the New Customer section and complete all necessary details.
  2. Select the Customer type dropdown. Choose your preferred name.


 

On the other hand, if you wish to add leads to the Dashboard, I recommend following my colleague's suggestion and exploring third-party apps that can help track them. 

 

For future reference, you can send your customer a statement to provide comprehensive details of their associated invoices, payments, and outstanding balances.

Assigning a customer type will help manage your leads and customers more effectively in QuickBooks Online. I'm eager to hear good news after you follow the steps above. I wish you the best in this endeavor! 

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