Video tutorial

Welcome to the Leads guide!  Here we’ll be conducting a comprehensive breakdown of everything you can do in your Leads tab (which you can find in the CRM tab group; see our documentation on tabs and tab groups for more information).  But first, let’s talk about what we mean when we talk about a lead in Method CRM.

What is a lead?

A lead is a potential customer: someone who has discovered your business and has expressed interest in giving you money in exchange for the product and/or service your company offers.  Leads don't appear in your QuickBooks when Method performs its sync, and you won’t see a balance associated with them in Method, but it's important to keep track of (and keep contact with!) your potential customers, so you can maximize your business potential!

The Overview of the Opportunities section teaches you about about the Pipeline, the sales process in which a simple phone call or email can turn an unknown person or agency into a lead.  Once a lead is created, your relationship with that person or agency translates into potential revenue for your company, or the money you’ll make if that lead becomes a customer.  Your relationship with a lead is an investment in the future of your company – new customers means more business, and more business potential, as the influence of your company grows! 

This section of our documentation will teach you how to input, edit, and keep track of leads (hopefully on their way to becoming full-fledged customers!). 

As with everything else in our package, Method CRM lets you fully customize how your leads operate (you can find more information about that by contacting one of our Business Solutions Specialists), but even out of the box you have a variety of options available to you that will let you keep track of all your business leads!

back to top

back to top