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Contact Management Pack
Contact Management Pack
Articles on the apps included within the Contact Management Pack
32 articles in this collection
Written by
Errol Elumir
and
Inder Dhaliwal
Contacts App
Contacts App Overview
An overview of the Contacts App
Written by
Errol Elumir
Updated over a week ago
What is a Contact?
The difference between Customers and Contacts
Written by
Errol Elumir
Updated over a week ago
Create a Lead
How to Create a Lead in the Contacts App
Written by
Errol Elumir
Updated over a week ago
Create a Customer
How to create a customer and contact within the Contacts App
Written by
Errol Elumir
Updated over a week ago
Add an Additional Contact to an Existing Customer
How to add additional contacts to existing customers, leads, or vendors
Written by
Errol Elumir
Updated over a week ago
Convert a Lead to a Customer
How to manually convert a lead to a customer
Written by
Errol Elumir
Updated over a week ago
Merge Contacts and Customers
If you have duplicate contacts, leads, customers, or vendors, you can merge them into one.
Written by
Errol Elumir
Updated over a week ago
Sub-Customers and Jobs
Creating a job/sub-customer in Method:CRM
Written by
Errol Elumir
Updated over a week ago
Create / Edit a Lead Source
Add or Edit Lead Source Dropdown Options
Written by
Inder Dhaliwal
Updated over a week ago
Set Custom Pricing with Price Levels
Giving a Price Level to a customer
Written by
Errol Elumir
Updated over a week ago
What is the Portal?
A secure web page for your customers to view their transactions.
Written by
Inder Dhaliwal
Updated over a week ago
Provide Access to Contacts Portals
Giving a customer their link to their Contacts Portal
Written by
Errol Elumir
Updated over a week ago
Using the Portal to View and Pay Transactions
How a Customer can use the Portal to view their transactions and pay their bills
Written by
Errol Elumir
Updated over a week ago
Customizing the Contacts Portal
Things to consider when customizing the contacts portal.
Written by
Inder Dhaliwal
Updated over a week ago
Activities App
About the Activities App
Activities App Description and Perks
Written by
Inder Dhaliwal
Updated this week
What is an Activity?
The activity is the foundational interaction you have with your clients
Written by
Errol Elumir
Updated over a week ago
Activities App Preferences
Activity App Personal and Company Preferences
Written by
Inder Dhaliwal
Updated over a week ago
Create an Activity
Track your interactions with your contacts by using the Activities App.
Written by
Errol Elumir
Updated over a week ago
Schedule a Follow-Up
How to create an activity to follow-up with a contact
Written by
Errol Elumir
Updated over a week ago
Recurring Activities
Set an activity to repeat over a period of time.
Written by
Errol Elumir
Updated over a week ago
Edit an Existing Activity
How to change the details of an existing activity
Written by
Inder Dhaliwal
Updated over a week ago
Create / Edit an Activity Type
How to edit existing and create new custom activity types
Written by
Inder Dhaliwal
Updated over a week ago
Create / Edit an Activity Status
How to edit existing and create new activity status's
Written by
Inder Dhaliwal
Updated over a week ago
About the Activity Calendar
How to view activities in a calendar
Written by
Errol Elumir
Updated over a week ago
Activity Calendar Views
How activities are shown in the calendar.
Written by
Errol Elumir
Updated over a week ago
Adding a Calendar Activity
How to add and edit activities in the Activity Calendar
Written by
Errol Elumir
Updated over a week ago
Activity Reports
Visualize and track your activities
Written by
Errol Elumir
Updated over a week ago
Send Email App
About the Send Email App
Send email with standard or personalized templates
Written by
Errol Elumir
Updated over a week ago
Send an Email
Send an email out from Method:CRM
Written by
Errol Elumir
Updated over a week ago
Create a Basic Email Template
An intro to creating an email template
Written by
Errol Elumir
Updated over a week ago
Edit an existing email template
How to edit existing email templates in Method:CRM
Written by
Inder Dhaliwal
Updated over a week ago
Using Mail Merge in an Email
How to pull in information for dynamic emails
Written by
Errol Elumir
Updated over a week ago