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 your user preferences icon in the upper right hand corner to expand the preferences menu. The Organization name will appear below your username. In the following image, the organization name is "best4u".

3. The organization name also appears within the Display section of your Account Settings.

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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