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 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

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