There are a few times where you will need to know your company account name with Method:CRM. If you cannot remember it, follow these steps:

1. Sign into Method:CRM at

2. Select blue icon in the upper right hand corner to expand the preferences menu. The company account name will appear below your username. In the following image, the company account name is "popandskate".

3. Alternatively, look at the URL in the browser. The word before "" is  your company account. In the below example, the company account name is "popandskate":

Where would I need to use my Company Account?

You would need to know your Company Account for some integrations, as well as the Method Integration Sync Engine and Report Designer.

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