Learn how to view and respond to potential clients who contact you on the Find-a-ProAdvisor website.
Publishing your ProAdvisor profile on the Find-a-ProAdvisor website is a great way to generate new business leads. You can review and respond to potential new clients directly in QuickBooks Online Accountant. Here's how to start conversations with clients who reach out to your firm.
Respond to potential new clients
- In QuickBooks Online Accountant, select Profile icon next to Settings ⚙.
- Select the Leads tab.
- Select View to see the message.
- Enter a response and select Send email.
This sends an email directly to the potential new client. Their response should go to your email inbox so you continue the conversation.