Method

Articles on different features you can add in Method

Packs and Apps

Articles on the apps included within the Contact Management Pack

Contact Management Pack

About the Contacts App

The difference between Customers and Contacts

What is a Contact?

Create a Lead

How to create a customer and contact within the Contacts App

Create a Customer

How to add additional contacts to existing customers, leads, or vendors

Add an Additional Contact to an Existing Customer

Convert a Lead to a Customer

If you have duplicate contacts, leads, customers, or vendors, you can merge them into one.

Merge Contacts or Customers

Sub-Customers and Jobs

Create / Edit a Lead Source

Set Custom Pricing with Price Levels

A secure web page for your customers to view their transactions.

What is the Portal?

Giving a customer their link to their customer portal.

Provide Access to Customer Portal

How a customer can use their portal to view their transactions and pay their bills.

Using the Portal to View and Pay Transactions

Things to consider when customizing the contacts portal.

Customizing the Customer Portal

Contacts App

About the Activities App

The activity is the foundational interaction you have with your clients.

What is an Activity?

Activity App Personal and Company Preferences

Activities App Preferences

Track your interactions with your contacts by using the Activities App.

Create an Activity

How to create an activity to follow-up with a contact

Schedule a Follow-Up

Set an activity to repeat over a period of time.

Recurring Activities

How to change the details of an existing activity

Edit an Existing Activity

How to edit existing and create new custom activity types

Create / Edit an Activity Type

How to edit existing and create new activity status's

Create / Edit an Activity Status

About the Activity Calendar

How activities are shown in the calendar.

Activity Calendar Views

How to add and edit activities in the Activity Calendar

Adding a Calendar Activity

Activity Reports

 Assign follow-ups, history and reminders so nothing is missed.

Activities App

Send email with standard or personalized templates

About the Send Email App

Send an Email

Create a Basic Email Template

How to edit existing email templates in Method:CRM

Edit an existing email template

How to pull in information for dynamic emails

Using Mail Merge in an Email

 Send Email with standard or personalized templates.

Send Email App

This default pack holds all the Apps that sync with QuickBooks lists.

Accounting List Pack

Using the Accounts App

Accounts

Getting started with the Classes app in Method:CRM.

About the Classes App

Create a Class

Classes

Description of the Sales Rep app and perks.

About the Sales Rep App

The following steps will show you how to assign the Sales Rep title to a contact in Method.

Create a Sales Rep

Sales Reps

Getting started with using terms in Method:CRM

About the Terms App

Create a Term

Terms

Items are products or services your company buys or sells.

What is an item?

About the Items App

Creating an Item

Why categories are used in QuickBooks Online

Item Categories for QuickBooks Online

Items

Bundle Item Type

Service Item Type

Description of the Inventory Part Item Type for QuickBooks Desktop

Inventory Part Item Type

Description of the Inventory Assembly Item Type

Inventory Assembly Item Type

Description of the Non-Inventory Part Item Type

Non-Inventory Part Item Type

Description of the Other Charge item type.

Other Charge Item Type

Description of the Subtotal Item Type for QuickBooks Desktop

Subtotal Item Type

Group Item Type

Description of the Discount Item Type in QuickBooks Desktop

Discount Item Type

Payment Item Type

Sales Tax Item Type

Description of the Sales Tax Group Item Type

Sales Tax Group Item Type

Fixed Asset

Item Types

This pack holds all the transaction apps: Estimates, Invoices, Sales Orders, Sales Receipts, and Payments

Sales Transactions Pack

About the Estimates App

Estimate App Preferences

How to create an Estimate in Method:CRM if you use QuickBooks Desktop.

Create an Estimate for QBDT Accounts

How to create an Estimate in Method:CRM if you use QuickBooks Online.

Create an Estimate for QBO Accounts

How to create an estimate from a sales order in Method.

Convert an Estimate to a Sales Order

How to convert an estimate into an invoice in Method:CRM.

Convert an Estimate to an Invoice

See an overview of your estimates generated in a given time period.

Estimate Reports

Estimates

About the Invoices App

How to create an invoice in Method for QuickBooks Desktop users.

Create an Invoice for QBDT Accounts

How to create an invoice in Method for QuickBooks Online users.

Create an Invoice for QBO Accounts

Invoices App Preferences

See an overview of your invoices generated in a given time period.

Invoice Reports

Invoices

Getting started with the Sales Order app.

About the Sales Orders App

How to create a sales order in Method using a QuickBooks Desktop account.

Create a Sales Order for QBDT Accounts

How to create a sales order in Method using a QuickBooks Online account.

Create a Sales Order for QBO Accounts

Preferences for the Sales Order app in Method.

Sales Order App Preferences

How to convert a sales order into an invoice in Method.

Convert a Sales Order to an Invoice

Sales Orders

About the Payments App

Payments App Preferences

Receive a Payment for QBDT Accounts

Receiving a payment for an invoice in Method using a QuickBooks Online account.

Receive a Payment for QBO Accounts

How to record a partial payment for an invoice.

Log a Partial Payment

Edit a Payment

Payments

About the Sales Receipt App

How to use Sales Receipts if Method is connected to QuickBooks Desktop.

Create a Sales Receipts for QBDT Accounts

How to use Sales Receipts if Method is connected to QuickBooks Online.

Creating Sales Receipts for QBO Accounts

General preferences for the sales receipt app in Method:CRM.

Sales Receipt App Preferences

See an overview of your sales receipts generated in a given time period.

Sales Receipt Reports

Sales Receipts

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

Sales Pipeline Pack

Understanding what opportunities are in Method:CRM

What is an Opportunity

Get started with the opportunities app in Method:CRM.

About the Opportunities App

Preferences for the opportunity app in Method:CRM

Opportunity App Preferences

How to update an existing opportunity in Method:CRM.

Update an Opportunity in Progress

How to close a sales opportunity in Method:CRM.

Close a Sales Opportunity

Creating /editing an opportunity stage in Method:CRM.

Create / Edit an Opportunity Stage

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

Create / Edit Opportunity Type

Opportunities App

About the Web to Lead App

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

Using the Web to Lead app

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

Creating a Web to Lead Form

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

Embed Web to Lead Form in Your Website

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

Embed Web to Lead form on your WordPress site

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

Embed Web to Lead form on your GoDaddy site

Web to Lead App

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

Intro to Opportunities Charts & Reports

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

Opportunities Charts

A graphical overview of your won and lost opportunities.

Opportunities Won / Lost Charts

Charts showing an overview of the activities related to opportunities

Opportunity Reports - Activities Charts

See an overview of your Opportunities in a print report.