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July 31, 2022
Question

Customer leads

  • July 31, 2022
  • 2 replies
  • 1 view

Is there a place to list potential customers?

2 replies

Fiat Lux - ASIA
Level 14
July 31, 2022

You need an additional app to do so (e.g CRM app)

JessT
Moderator
July 31, 2022

Welcome to the QuickBooks Community, IPND!

 

I agree with Fiat Lux - ASIA about finding an app to track your leads. Just click the Apps menu on the left-hand side in QuickBooks and search for something like customer leads or leads to find one. You can also submit a feature request to include this in future updates.
 

On the other hand, know that we have references for Sales and Customers should you need them in the future.

 

You can always go back to this thread if you have any other questions about QBO. Take care and enjoy your day!