Learn how to view and respond to ProAdvisor leads in QuickBooks Online Accountant.
Being a ProAdvisor is a great way to generate new leads for your business. To help keep track of your leads, you can view and respond to them directly in QuickBooks Online Accountant.
As leads come in, you’ll start your conversation in QuickBooks Online Accountant and continue it through your email. Here’s how.
How to respond to new ProAdvisor leads
- Select the Profile icon to see your 5 most recent leads.
- Select View to see the message and add a response to your lead.
- Select Send email, then select Close.
How to follow up with ProAdvisor leads
When you respond, the message will go directly to your leads email. Any replies from the lead will go to your email inbox to continue the conversation.