Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends June 27
Buy nowI'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:
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.
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.
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.
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:
Now, return to the Customers page and add your potential buyers.
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!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here