Create a lead

The following steps will show you how to create a new lead in Method's Contacts App.

A lead is considered a potential customer. Therefore, leads are not synced to QuickBooks until the lead is converted to a customer.

Creating a New Lead

  1. From your Method dashboard, click New on the Contacts App or click New Contact from your Contacts List. This opens a New Contact screen.
  2. Make sure the Lead option is selected under type of contact you wish to add. 

Filling out the rest of the details should be intuitive, however, there are a few fields we can clarify.

  1. Name as it will show up in QuickBooks: If and when this lead is converted, this will be the name it shows up under when looking through your customer list.
  2. Assigned To (Internal Rep) (QuickBooks Online only): Method User the lead will be assigned to.
  3. Sales Rep (QuickBooks Desktop only): This is the Sales Rep the lead will be assigned to. 
  4. Lead Status: whether your lead is qualified, open, or unqualified.
  5. Lead Rating: whether your lead is hot, warm, or cold.
  6. Lead Source: how your lead heard about your company.
  7. Tags: Add tags to this contact if desired.
  8. Campaign: if the lead came in as a result of a marketing campaign.
  9. If you don’t want this contact to receive marketing emails, or billing notifications, select Opt out of marketing and/or Opt out of billing.
    When these boxes are checked, the Email Campaigns App automatically excludes this contact from being emailed this kind of info.
  10. Click Save to save the contact and customer lead, or Save & New to save and clear the fields.

You've successfully created a new lead with an associated conact, which can now be found in the Contacts List.

Converting a Lead to a Customer

Ideally, a lead will become a customer at some point in your business relationship. There are three ways you can turn a lead into a customer in Method:

  • Edit the Customer Lead details and uncheck the This is a Lead checkbox.
  • Create a transaction associated with this lead, and then uncheck "Wait for sync approval" to send the transaction to QuickBooks.
  • Close an opportunity associated with a lead as closed won and, when prompted, convert the lead to a customer.

In all cases, the lead will become a customer during the next sync. The new customer will then appear in your QuickBooks file.


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