Learn

Webinars offer a quick and

easy way to learn more.

Webinars - Getting Started Series

 

Leads and Customers

Learn how leads, customers, and all of their contacts are entered into Method CRM™. Watch the webinar offered by Method Integration and learn all about the important fields in the forms and how to easily find and manage the records.

 

 

How to use Activities 

This is an introduction to Activities and how to use them from the grid as a to-do list, as well as a means to quickly query the activities table based on filters that you can type in. See how to create and edit them.
  
 

Opportunities & Campaigns

Learn how to create Sales Opportunities and effectively use them as a means to track your team's progress. You will see how to enter a new opportunity and create activities for each of the them step by step.
  

Home Tab and Shared Lists

In this webinar the guys go over the significance of the information displayed in the home dashboard and how to create/maintain email templates. They also cover the concept of shared lists and how to set data access permissions between users.
 
 

 

Roles and Reminders

Learn how to use Roles to limit what users can see when they log into Method. If you want Fred Bloggs to only see Customers and Activities, the webinar will show you how to set it up. Also see how to set-up email reminders

 

 

 

 

 

 

Cases and Solutions 

Learn how to use Roles to limit what users can see when they log into Method. If you want Fred Bloggs to only see Customers and Activities, the webinar will show you how to set it up. Also see how to set-up email reminders

 

 

 

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