Do You Use the Lead Center In QuickBooks- Why Not?

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Very excited to find this, but...

I've been a QB user for years and just found this feature! I work for a small remodeling company and we use a top-heavy CRM that creates extra steps for me. I would love to switch to the QB Lead Center but there is no field for a Lead Source. What's the point of tracking leads if you have no idea where they came from? IMHO, Big Miss Intuit!

Tammy 300 days ago

Lead Center

For a small office this maybe ok, especially if you have a person to do this data entry, but from an accounting standpoint - not my job.

Marie Porolniczak more than 1 year ago

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