Articles to read for new users in Method.
8 articles
Your User ProfileA look at your user preferences for all users.
Your Account SettingsAn overview of account setting preferences for non-admin users.
Set up two-factor authentication for your Method loginHow to set up 2FA when logging into Method.
Onboarding - Create a LeadTo help you learn Method, let's create a lead.
Onboarding - Create an ActivityTo help you learn Method:CRM, let's create an activity.
Onboarding - Create an Estimate (QuickBooks Online)To help you learn Method, let's create an Estimate for those on QuickBooks Online
Onboarding - Create an Estimate (QuickBooks Desktop)To help you learn Method, let's create an Estimate for those on QuickBooks Desktop
Onboarding - Create an OpportunityTo help you learn Method:CRM, let's create an Opportunity.