First off, welcome to Method! If you are new to Method, then you probably want to know what to do first.ย
This article will cover the basics of Method and help get you started.
Those who administer their account will also want to view "Admin User Guide - Getting Started" in addition to this new user guide.
First Look
When you first log in, you will start off in the Home tab which will look similar to this:
We highligh recommend viewing the Interactive Product Demos by selecting the Learn tab.
Get to Know Method
In order to understand how Method works, we have a few onboarding walkthroughs for you to follow. Please go through these articles in order.
The Method Dashboard: Learn how to navigate Method and set up your personal preferences.
Interactive Product Demos: Interactive demos to help discover key features, learn common workflows, and see how different parts of the platform work together
Onboarding - Create a Lead: Learn about customers and potential customers by creating a lead within Method.
Onboarding - Explore the App Ribbons: App Ribbons will show related records to your Customers and Leads. Learn how they work and how you can configure them.
Onboarding - Create an Activity: Learn how we keep track of interactions by creating an activity with your new lead.
Onboarding - Create an Estimate (QuickBooks Online): If you are using QuickBooks Online, learn how to create an estimate in Method.
Onboarding - Create an Estimate (QuickBooks Desktop): If you are using QuickBooks Desktop, learn how to create an estimate in Method.
Onboarding - Create an Opportunity: For Sales Reps and Managers, learn how to track your sales opportunities as they progress through the sales pipeline.


