{"id":2878,"date":"2018-04-11T15:13:23","date_gmt":"2018-04-11T19:13:23","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=2878"},"modified":"2025-12-06T06:59:33","modified_gmt":"2025-12-06T11:59:33","slug":"lead-tracking-best-practices","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/lead-tracking-best-practices\/","title":{"rendered":"Lead Tracking Best Practices for Small Businesses Using QuickBooks"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">As your small business <a href=\"https:\/\/www.method.me\/blog\/generate-leads-small-business\/\">generates more leads<\/a>, the purpose of lead tracking becomes pretty clear. In order to nurture those leads and ultimately win their business, you need to keep tabs on them as they move through the sales pipeline. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Unfortunately, this can be challenging for small businesses using QuickBooks. Since you cannot create an estimate for a lead in QuickBooks, you must convert them to a customer first. And if the lead doesn\u2019t end up purchasing, your QuickBooks customer list becomes cluttered with non-paying customers.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Luckily, there is a solution! Lead tracking software that <a href=\"https:\/\/www.method.me\/crm-quickbooks\/\">integrates with QuickBooks<\/a>, such as <a href=\"https:\/\/www.method.me\/\">Method<\/a> CRM, offers the best of both worlds. Not only can you <a href=\"https:\/\/www.method.me\/crm-quickbooks\/lead-management-software\/\">manage your leads<\/a> and create estimates for them outside of QuickBooks \u2014 but when a lead becomes a paying customer, their info automatically syncs to QuickBooks. And the benefits don\u2019t stop there. Here are four ways to optimize your lead tracking process using Method CRM.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-1-track-your-lead-sources\"><strong>1. Track your lead sources<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">There are many different strategies for acquiring new sales leads. Depending on your business, these may include web forms, social media, customer referrals, networking at events, and more. However, not all lead sources are created equal. Often some sources will produce more leads, while others produce leads with greater buyer intent.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When you enter a new lead in Method CRM, make sure you also record where that lead came from. For instance, a freelance consultant who acquires new clients through social media might list Twitter and Instagram as lead sources. Soon you\u2019ll learn which of your lead sources are most valuable, and this knowledge can inform your future marketing efforts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Method CRM users:<\/strong> <a href=\"https:\/\/help.method.me\/en\/articles\/2452386-create-edit-a-lead-source\" target=\"_blank\" rel=\"noreferrer noopener\">Create your own lead sources<\/a> or edit existing ones to better suit your business practices.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" width=\"1024\" height=\"528\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/02\/CreateLeadSource-1024x528.jpg\" alt=\"Customer lead screen with the Lead Source dropdown expanded, and Add \/ Edit Lead Source highlighted.\" class=\"wp-image-22252 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/02\/CreateLeadSource-1024x528.jpg 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/02\/CreateLeadSource-300x155.jpg 300w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/02\/CreateLeadSource-768x396.jpg 768w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/02\/CreateLeadSource.jpg 1280w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/528;\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-2-do-your-homework-before-contacting-leads\"><strong>2. Do your homework before contacting leads<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When a new lead arrives in your inbox, it\u2019s tempting to reach out as fast as possible. However, it\u2019s unlikely that every lead will be a good match for your business \u2014 and it\u2019s better to learn this before investing time in a call or meeting. By taking a few minutes to research the lead first, you\u2019ll increase your chances of success in the long run.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">LinkedIn, social media, and company websites are all great resources for learning more about a lead. Keep an eye out for key facts such as their industry, location, company size, and company revenue. If your leads tend to fall into a few distinct groups, it\u2019s helpful to use tags in Method CRM to categorize and filter leads based on keywords.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Method CRM users:<\/strong> If one of your tags is no longer needed, <a href=\"https:\/\/help.method.me\/en\/articles\/1510045-using-tags\" target=\"_blank\" rel=\"noreferrer noopener\">merge it into another tag<\/a>&nbsp;to automatically update all records with the obsolete tag.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" width=\"1024\" height=\"562\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/02\/TagsMerge-1024x562.png\" alt=\"Method screen showing an example of merging a Loyal tag into a VIP tag.\" class=\"wp-image-22257 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/02\/TagsMerge-1024x562.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/02\/TagsMerge-300x165.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/02\/TagsMerge-768x422.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/02\/TagsMerge.png 1280w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/562;\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-3-use-consistent-criteria-to-qualify-leads\"><strong>3. Use consistent criteria to qualify leads<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The goal of lead qualification is to determine how likely a lead is to purchase from you, and thus whether it\u2019s worth pursuing them. By filtering out leads with low buyer intent, you can close deals with your remaining leads more efficiently. A common framework for lead qualification is <a href=\"https:\/\/www.business2community.com\/sales-management\/classification-sales-leads-hot-warm-cold-01336258\">BANT<\/a>, where you look at the lead\u2019s budget, authority, need, and timeline for purchasing.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Regardless of which criteria your team uses to assess leads, the key is for everyone to follow the same steps. In <a href=\"https:\/\/www.method.me\/\">Method<\/a> CRM, you can rate leads as \u201chot\u201d, \u201cwarm\u201d, or \u201ccold\u201d, as well as \u201cqualified\u201d, \u201copen\u201d, or \u201cunqualified\u201d \u2014 so it\u2019s important for all team members to know how to use these terms. Developing a standardized process for lead qualification ensures that your sales pipeline stays as organized as possible.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Method CRM users: <\/strong>If you prefer to use different lead tracking terminology, no problem! Use the <a href=\"https:\/\/help.method.me\/en\/articles\/2527711-updating-a-dropdown-field-with-the-import-tool\" target=\"_blank\" rel=\"noreferrer noopener\">import tool<\/a> to update the options in the \u201clead rating\u201d and \u201clead status\u201d dropdown menus.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"390\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/02\/LeadStatusRating-1024x390.png\" alt=\"Contact screen in Method showing Lead Status and Lead Rating.\" class=\"wp-image-22261 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/02\/LeadStatusRating-1024x390.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/02\/LeadStatusRating-300x114.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/02\/LeadStatusRating-768x292.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2023\/02\/LeadStatusRating.png 1280w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/390;\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-4-engage-your-leads-with-open-ended-questions\"><strong>4. Engage your leads with open-ended questions<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">When you speak to a lead, don\u2019t fall into a yes-or-no trap. Asking <a href=\"https:\/\/blog.hubspot.com\/sales\/16-sales-qualification-questions-to-identify-prospects-worth-pursuing\">open-ended questions<\/a> encourages the lead to share more information about their business, their needs, and their concerns. As a result, you can better assess whether your product or service is a good fit \u2014 and if it is, you can develop a personalized sales pitch.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you identify the questions that yield valuable responses, you\u2019ll want to use them with every new lead. For example, a freelance consultant may find that it\u2019s important to ask leads about their previous experience with consulting services. Creating custom data fields in Method CRM provides a convenient way of tracking the answers to these questions. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Method CRM users:<\/strong> Create a <a href=\"https:\/\/help.method.me\/en\/articles\/2251508-custom-filter-views\" target=\"_blank\" rel=\"noreferrer noopener\">custom filter view<\/a> to ensure that your custom data is always visible when you view your list of leads.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img decoding=\"async\" width=\"1024\" height=\"501\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/04\/FilterCustom-1024x501.png\" alt=\"Custom filter on Contacts view screen.\" class=\"wp-image-22263 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2018\/04\/FilterCustom-1024x501.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/04\/FilterCustom-300x147.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/04\/FilterCustom-768x376.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2018\/04\/FilterCustom.png 1280w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/501;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">If you\u2019re still using QuickBooks to manage your leads, it\u2019s time to make a change. All of the lead tracking features mentioned here are <strong>included in a Method CRM subscription<\/strong> \u2014 plus, converted leads can be sent to QuickBooks with the click of a button. Start your <a href=\"https:\/\/www.method.me\/crm-quickbooks\/free-trial\/\">free trial<\/a> today!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>If you\u2019re struggling to track sales leads in QuickBooks, it\u2019s time for a change. Here are 4 ways to improve your lead management with a QuickBooks CRM.<\/p>\n","protected":false},"author":24,"featured_media":6162,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[49,18],"tags":[47,48,118,50],"class_list":["post-2878","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-sales","category-small-business","tag-lead-management","tag-lead-tracking","tag-quickbooks-crm","tag-workflows"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>4 Lead Tracking Tips for Businesses Using QuickBooks &#8212; Method<\/title>\n<meta name=\"description\" content=\"If you\u2019re struggling to track sales leads in QuickBooks, it\u2019s time for a change. Here are 4 ways to improve your lead management with a QuickBooks CRM.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.method.me\/blog\/lead-tracking-best-practices\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Lead Tracking Best Practices for Small Businesses Using QuickBooks &#8212; Method\" \/>\n<meta property=\"og:description\" content=\"If you\u2019re struggling to track sales leads in QuickBooks, it\u2019s time for a change. 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