Contact Management Pack
Articles on the apps included within the Contact Management Pack
37 articles
Customers & Leads
Organize customers, leads and vendors.
- About the Customers & Leads AppAn overview of the Customers & Leads App
- What is a Contact?The difference between Customers and Contacts.
- Contacts PreferencesConfigure email notifications for contact changes made through the customer portal.
- Create a LeadHow to create a lead in the Customers & Leads App.
- Create a CustomerHow to create a customer and contact within the Customers & Leads App
- Add an Additional Contact to an Existing CustomerHow to add additional contacts to existing customers and leads.
- Convert a Lead to a CustomerHow to convert a lead to a customer
- Merge Contacts or CustomersIf you have duplicate contacts, leads, customers, or vendors, you can merge them into one.
- Sub-Customers and JobsCreating a job/sub-customer in Method.
- Create / Edit a Lead SourceAdd or Edit Lead Source Dropdown Options
- Set Custom Pricing with Price LevelsGiving a Price Level to a customer
- What is the Portal?A secure web page for your customers to view their transactions.
- Provide Access to Customer PortalGiving a customer their link to their customer portal.
- Using the Portal to View and Pay TransactionsHow a customer can use their portal to view their transactions and pay their bills.
- Customizing the Customer PortalThings to consider when customizing the contacts portal.
- Assign or Reassign a Sales Rep to a CustomerChanging the Sales Rep for your customers.
Activities App
Assign follow-ups, history and reminders so nothing is missed.
- About the Activities AppActivities app description and perks.
- What is an Activity?The activity is the foundational interaction you have with your clients.
- Activities App PreferencesActivity app Personal and Company preferences
- Activities List
- Create an ActivityTrack your interactions with your contacts by using the Activities App.
- Schedule a Follow-UpHow to create an activity to follow-up with a contact
- Recurring ActivitiesSet an activity to repeat over a period of time.
- Edit an Existing ActivityHow to change the details of an existing activity
- Create / Edit an Activity TypeHow to edit existing and create new custom activity types
- Create / Edit an Activity StatusHow to edit existing and create new activity status's
- Bulk Edit ActivitiesHow to change the start date, the assigned to, and / or status for multiple activities.
- About the Activity CalendarHow to view activities in a calendar
- Activity Calendar ViewsHow activities are shown in the calendar.
- Adding a Calendar ActivityHow to add and edit activities in the Activity Calendar
- Activity ReportsVisualize and track your activities
Send Email App
Send Email with standard or personalized templates.
- About the Send Email AppSend email with standard or personalized templates
- Send an EmailSend an email out from Method.
- Create a Basic Email TemplateAn intro to creating an email template
- Edit an existing email templateHow to edit existing email templates in Method.
- Using Mail Merge in an EmailHow to pull in information for dynamic emails