Overview of Method CRM - 57:35 min

An introduction into the new version of Method CRM 2.0.

 Leads and Customers - 33:58 min

Learn how leads and customers (and their contacts) are entered into Method CRM. We also go over important fields in the lead/customer forms and show how to easily find and manage your records.

 Activities Tab - 31:10 min

Learn about the Activities grid and how it can be used as a to-do list as well as a means to quickly query the activities table based on filters you can type in.  We'll also enter in new activities, use the “quick create” links to create activities, and show you how to make the most of the data displayed when viewing/editing an activity.

 Opportunities and Campaigns Tabs - 31:56 min

Learn how to create opportunities and effectively use them as a means to track your sales team's progress. We'll go over entering in new opportunities and creating activities for the opportunity all in one step.

 Cases and Solutions Tabs - 30:05 min

Learn how to search through existing cases and create new ones while having the ability to create a lead/customer/activity all in one step.

 Home Tab and Shared Lists - 31:07 min

Learn the significance of the info displayed in the home dashboard and how to create/maintain email templates. In addition, we'll also explain the concept of shared lists and show you how you can set data access permissions between each user in Method. 

 Roles and Reminders - 23:11 min

Learn how to use Roles to limit what users can see when they log into Method. If you want John Smith to only see Customers and Activities, we'll show you how to set that up. We'll also be going over the setup of SMS and email reminders for your activities. 

 Documents Tab - 1:01 hr

Learn how to use Documents and relate documents to QuickBooks transactions as well as CRM enteries.  You'll also learn about SmartVault and how it easily integrates with Method CRM. 

Google Gadget

Using the Google Gadget - 36:09 min

Learn how to view and add activities, follow-ups, cases, opportunities, documents and leads/contacts using the Method Google Gadget

Outlook Plug-In, Portals and Web Forms

Method Outlook Plug-In 2.0 - GoToMeeting codec required

Outlook Plug-In 2.0

New Contacts Portal with Payment Gateway Integration - 19:03min

Using Contacts Portal to see an invoice and estimate, pay outstanding balance or selected invoices and submitting cases.

Web Forms - 15:36min

Capture leads through your website and automatically create new opportunities.