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Lead tracking is storing, organizing, and updating prospect data and sales activity information. To perform this process, you’ll need a sales leads tracking tool and then start by defining the types of data you want to collect. Once that’s established, keep the information updated as you

Direct deposit is a secure and efficient way to pay employees by electronically transferring wages into their bank accounts. This eliminates the need for paper checks and ensures timely payments. If you’re wondering how to set up direct deposit for employees, this guide will walk

Professional voicemail greetings elevate the call experience by encouraging customers to engage with your business even when no one is available to answer. An effective greeting consists of five key elements: a warm welcome, your company name or personal name, a prompt to explain the

Before you allow your employees to take any kind of leave, have them fill out a time off request form. Your paid time off (PTO) request, or vacation request form, should document the reason and duration of your employees’ time away from work, when the

Merchant services, also referred to as payment processors, are a necessary but frustrating part of running a business. We list 10 providers that offer fair and transparent pricing

Starting a small business involves coming up with a business idea, testing the idea, writing a business plan, acquiring funding, choosing a business structure, registering the business, getting it insured, making key hires, setting up systems, and finally, marketing and promoting it. Whether you’re starting a

The prime cost is the total direct material and labor costs of producing a product or delivering a service. It helps you analyze how much these costs reduce your gross profit, making it easier to determine whether your expenses are within a healthy range. The formula

In real estate marketing, emails are your best friend. Emails are still one of the most trusted ways to introduce yourself to new buyers, sellers, and brokers, follow up on leads, and even request reviews from satisfied clients. Below are 12 ready-to-use real estate email

In this article, I’ll guide you through setting up QuickBooks Online for nonprofits, from getting a QuickBooks Online plan and modifying the account setting to creating products and services and setting up classes and locations. The process ensures your income and expense information is perfectly

A pay stub is a document that details an employee’s earnings, deductions, and net pay for a specific pay period. While it might seem like a simple document, it's a powerful tool for record-keeping, compliance, and maintaining transparency with your employees. For an easy way

An expense report template makes it easy for your workers to record the details of reimbursable business-related expenses and for you to track those expenses and ensure accurate reimbursement. To help you monitor your employees’ work-related spending effectively, I’ve created a free employee expense report

As credit card transaction fees continue to rise, so does the cost of doing business. Unfortunately, there is no absolutely free way to accept payments online for free. In 2025, merchants pay anywhere between 1.5% and 3.5% for every credit card sale, and online transaction