Manually add leads in the Customer Hub

Managing your customer pipeline efficiently is key to staying organized and driving growth. You can manually add leads in the Customer Hub to help ensure you’re focused on the right opportunities.

Manually add leads

Track your leads and their status in the sales cycle all in one place inQuickBooks Online.

To manually add leads, follow these steps.

1. Go to the Customer Hub, then select Leads.
2. Select +Add lead.
3. Enter name, contact information, then select Save.
   Based on the information entered, we’ll determine the status of the lead:

• New Lead: If it's a new lead, the Lead profile is added to the Leads page. 
• Existing Lead: If the lead already exists, we’ll ask if you want to overwrite. Select Replace to overwrite, or Cancel to continue. 
• Existing Customer: If the lead is already a customer, we’ll ask if you want to overwrite. Select Replace to overwrite or Cancel to continue.
  The updated lead/customer information is shown on the Leads page.

4. Select the Status drop-down to categorize the lead or customer as: Hot, Warm or Cold. The default status is Cold. 
   Note: There can be multiple deals listed for a Lead.
5. Select the Stage dropdown to choose the stage: Inquiry, Discovery, Negotiation, Won (convert to customer), Won (refers to existing customer) or Lost. 
   
   When the new Lead is converted to a customer, you can view their data and details on the Customer list and Customer profile pages. When an existing customer accepts a new opportunity, select Confirm to change their status. All data is moved to their profile under the Opportunities tab.