Lead bookkeeper retired. how do I update the lead for a client in QBO a. Clients>Filter>edit leads>select the new lead>

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answerhappygod
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Lead bookkeeper retired. how do I update the lead for a client in QBO a. Clients>Filter>edit leads>select the new lead>

Post by answerhappygod »

Lead bookkeeper retired. how do I update the lead for a client
in QBO
a. Clients>Filter>edit leads>select the new lead>
save
b. Clients>find client>select the client lead
column>select the new lead> save
c. Clients>select client> edit>team access>
select the new lead>save
d. Clients>filter>edit leads>mange leads>select the
new lead>save
d. Clients>filter>edit leads>Manage leads>select the
new lead>save
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