ProAdvisor Benefits Training A lead bookkeeper in Teresa's firm recently retired. How does Teresa update the...
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ProAdvisor Benefits Training A lead bookkeeper in Teresa's firm recently retired. How does Teresa update the lead for her client in QuickBooks Online? Clients > Select client> Edit> Team Access > Select the new lead > Save Clients > Filter> Edit leads > Select the new lead > Save Clients Find Client> Select the client in Lead column> Select the new lead Save Clients Filter > Edit leads > Manage leads > Select the new lead > Save to search NO O 81F 605 PM 5/1/2022 ThinkBooke ProAdvisor Benefits Training A lead bookkeeper in Teresa's firm recently retired. How does Teresa update the lead for her client in QuickBooks Online? Clients > Select client> Edit> Team Access > Select the new lead > Save Clients > Filter> Edit leads > Select the new lead > Save Clients Find Client> Select the client in Lead column> Select the new lead Save Clients Filter > Edit leads > Manage leads > Select the new lead > Save to search NO O 81F 605 PM 5/1/2022 ThinkBooke
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