Method

Inder Dhaliwal

This pack contains the Opportunities App and the Web to Lead app.

Understanding what opportunities are in Method:CRM

Get started with the opportunities app in Method:CRM.

Preferences for the opportunity app in Method:CRM

How to update an existing opportunity in Method:CRM.

How to close a sales opportunity in Method:CRM.

Creating /editing an opportunity stage in Method:CRM.

How to create or edit an opportunity type in Method:CRM.

How to use the Web to Lead app in Method:CRM

How to create a Web to Lead form in Method:CRM.

How to use iframe to embed the web to lead form on your website.

How to use iframe to embed the web to lead form on your Wordpress site.

How to use iframe to embed the web to lead form on your GoDaddy site.

See an overview of your Sales Opportunities with charts and reports.

A graphical overview of your sales opportunities still in the pipline.

A graphical overview of your won and lost opportunities.

Charts showing an overview of the activities related to opportunities

See an overview of your Opportunities in a print report.

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