Method:Classic General Q&A

Re: merging customers

Method_Adam — Thu, 31 Jan 2013 19:42:05 GMT

Angie,

To delete a lead, go to the Leads and Contacts List, and click the "go to" link next to the lead you wish to delete. The is a button at the bottom called 'more actions', click that and select "Delete Lead".

- Adam

Re: merging customers

angie@milkhousecandles.com — Thu, 31 Jan 2013 18:05:39 GMT

thanks for the tip on merging customers in QB - so how do I delete a lead?

Re: merging customers

Method_Adam — Thu, 31 Jan 2013 17:30:19 GMT

You can certainly delete a customer or lead. If they are a customer in both QB and Method, this will delete them in both places. I should also mention that you can merge customers in Quickbooks, and by doing that, they will also merge in Method, moving all of the links to that customer as well.

- Adam

Re: merging customers

angie@milkhousecandles.com — Thu, 31 Jan 2013 17:17:16 GMT

Thanks for the reply. If this does happen is there a way to delete a customer or lead?

Re: merging customers

Method_Adam — Thu, 31 Jan 2013 17:07:36 GMT

Hi Angie,

First off, I'm glad you are enjoying Method. Method doesn't actually have a merge function. I would compare the two lists and remove the duplicate customers or leads, making sure to keep the most up-to-date information.

- Adam

merging customers

angie@milkhousecandles.com — Thu, 31 Jan 2013 15:48:48 GMT

Hello - I'm brand new and have really enjoyed all the things I've learned already in method. I'm ready to start importing lists of customers and leads that I have on different excel sheets. I'm wondering if I have a lead on two different lists is there a way to merge these 2 together in method? Or if they are already a customer and I add them as a new one as I'm typing all our business cards is there a way to merge them together? Thanks for your help.