Sales Pipeline Pack
This pack contains the Opportunities App and the Web to Lead app.
19 articles
What is an OpportunityUnderstanding what opportunities are in Method.
About the Opportunities AppGet started with the opportunities app in Method.
Opportunity App PreferencesPreferences for the opportunity app in Method.
Update an Opportunity in ProgressHow to update an existing opportunity in Method.
Close a Sales OpportunityHow to close a sales opportunity in Method.
Create / Edit an Opportunity StageCreating /editing an opportunity stage in Method.
Create / Edit Opportunity TypeHow to create or edit an opportunity type in Method.
Reorder previously purchased itemsOne-click reorders within the customer portal.
About the Web to Lead AppCapturing leads from your website
Using the Web to Lead appHow to use the Web to Lead app in Method:CRM
Creating a Web to Lead FormHow to create a Web to Lead form in Method:CRM.
Embed Web to Lead Form in Your WebsiteHow to use iframe to embed the web to lead form on your website.
Embed Web to Lead form on your WordPress siteHow to use iframe to embed the web to lead form on your Wordpress site.
Embed Web to Lead form on your GoDaddy siteHow to use iframe to embed the web to lead form on your GoDaddy site.
Intro to Opportunities Charts & ReportsSee an overview of your Sales Opportunities with charts and reports.
Opportunities ChartsA graphical overview of your sales opportunities still in the pipline.
Opportunities Won / Lost ChartsA graphical overview of your won and lost opportunities.
Opportunity Reports - Activities ChartsCharts showing an overview of the activities related to opportunities
Opportunity Print ReportsSee an overview of your Opportunities in a print report.