How to create a Lead in RSO

Step 1: Navigate to Leads & Quotes > Lead Entry01.png

Step 2a: Begin entering the new lead's information02.png

  • If you do not see the lead's service address appear automatically when typing it into the 'Search for Service Address' field, you can manually enter the service address by clicking the small blue arrow in the center of the screen. 

Step 2b: Finish entering the new lead's information and click 'Save'03.png

Step 3: Sync between RSO and QuickBooks. 

  • For instruction on how to initiate a Sync between RSO and QuickBooks please click here.