Method

Errol Elumir

Inder Dhaliwal

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

Creating a job/sub-customer in Method:CRM

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 Contacts Portal

Provide Access to Contacts Portals

How a Customer can use the 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 Contacts 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

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 App

Customization Services

Terms of Service

Security and Backup

Privacy Policy

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