Contact Management Pack
Articles on the apps included within the Contact Management Pack
35 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
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
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