This help document is for in-house users and rep users, and covers how to add a lead and convert a lead into a new QuickBooks customer.
Please note: Rep users will only have access to leads assigned to them. If a rep user has is granted access to other reps' leads, they will see leads assigned to the reps whose leads they have permission to see.
Chapters:
- Adding a Lead
- Duplicate Leads
- Editing a Lead
- Converting a Lead into a Customer in QuickBooks
- New Customer Created
How to Add a Lead in CrikSales
Go to the Leads tab under 'Sales Portal'. There, click the 'New Lead' button.
This will take you to the 'Add New Lead' page.
Enter information about your lead. Please note that the Company Name and Contact Name are mandatory fields. Important: Click on 'Save Lead' to save your new lead.
Information Fields - Optional
Enter your lead's contact information.
Enter the lead's website and select the lead's assigned rep. Note: The sales rep that appear in this dropdown are reps assigned to customers in QuickBooks. For information on how to assign a sales rep to a customer, click here.
Enter your leads address information.
Select the lead's status. For example, 'To be Qualified', 'Qualified', 'On hold', 'Won', 'Lost'. The values that appear in this dropdown can be configured by admin users.
Select the lead's source. For example, 'Website', 'Trade Show', 'Referral'. The values that appear in this dropdown can be configured by admin users.
Select the lead's type. For example, 'Wholesale', 'Retail', 'Distributer'. The values that appear in this dropdown can be configured by admin users.
Select the next step for a lead. For example, 'Call', 'Needs Analysis', 'Ready to Convert'. The values that appear in this dropdown can be configured by admin users.
Enter any relevant notes you want to save about this lead.
Important: Click on 'Save Lead' to save your new lead.
Duplicate Leads
If the lead you're saving looks similar to another lead or customer that already exists, CrikSales will flag it as a potential duplicate and show a list of leads and customers the new lead might be a duplicate of.
If you find that the lead is not a duplicate of an existing lead or customer, you can click on 'Create Anyway'.
Editing a Lead
You can edit existing leads at any point before they are converted to customers. To edit a lead, click the pencil icon.
This will take you to the 'Edit Lead' page. There, you will be able to edit any of the information fields, including the mandatory fields. For example, you can update the lead's status, or next step.
Important: Make sure to click on 'Save Changes' to save any edits made to the lead.
Converting a Lead into a QuickBooks Customer
If you're granted permission to convert leads into QuickBooks customers, you'll see 'Convert' under actions.
Clicking on 'Convert' will open a pop-up asking you to confirm the action of converting this lead into a customer.
Once you click the 'Convert' button, the lead will automatically be added as new customer in QuickBooks.
New Customer Created
The new customer created in QuickBooks will automatically sync back into CrikSales as a customer.
You can now enter quotes and orders for your new customer in CrikSales!
Note: The new customer will automatically be assigned to the sales rep that was assigned to it as a lead.
Up Next:
Click here for a help document on setting permissions for sales reps
Questions? We're here to help! Contact us at support@crik-it.com