Lead Center is a new feature in Quickbooks that allows users to manage their prospects/leads in QuickBooks®before they become customers.
A “Lead” is a person or business that you are in the process of selling products or services to, but who hasn’t yet become a full fledged customer. You want to be able to keep track of contact information and a list of activities that should be completed as a part of your sales process. You can do this in Outlook, you can use a CRM product (integrated with QuickBooks, or not), or you can manage this with the Lead Center in QuickBooks.
For more information on QuickBooks®Lead Center, please give RPPC, Inc. a call at 816.885.0487