Contact Management Pack

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

About the Activities App

Activities App Description and Perks

Written by Inder Dhaliwal
Updated over a week ago

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

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