![]() ![]() Log and track new leads - mark them hot, warm or cold Whether it's a stab in the dark or a dead cert, it helps you follow up every single opportunity. The QuickBooks Lead Centre is a fast, efficient place to log every lead your business gets. Now you can attach documents (supplier purchase invoice, delivery docket, customer POs) when you enter an invoice or bill in QuickBooks. You can also get a review of what you and colleagues have as open/urgents While it's not a fully fledged CRM system - it's certainly offers a lot of You can even set follow up actions/ to dos. Now in QuickBooks you can log last call event, last document sent, last correspondence. Merge duplicate vendor names through the new Merge Duplicate Vendorsįeature which allows you to easily combine up to four vendors,Ĭonsolidate all transactions to a master vendor and updateĪdd Comments to Reports - for Collaboration / Action Improved CRM type Functionality The Premier Accountant edition now allows you to easily
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