Re: easiest way to add a 'person' who is non-customer into METHOD

Method_Inderdeep — Mon, 09 Jun 2014 13:32:18 GMT

Hello Vince,

Here's my answer. If you wnat to add a person whom you don't want as a customer, you can add him as a lead by clicking on tab Leads -> New lead. So in this way that lead won't reflect in your customers. However, you can convert your lead to Customer anytime you want. We have a great article on Leads in our Helpcenter, herewith providing you the LINK for the same to give you more idea about leads.

Hope this help.

-Inder

easiest way to add a 'person' who is non-customer into METHOD

vince — Fri, 06 Jun 2014 21:52:20 GMT

For example, adding a media contact. What's easiset way? Thank you ahead of time. :)

-V

Method:Classic General Q&A

Re: easiest way to add a 'person' who is non-customer into METHOD

easiest way to add a 'person' who is non-customer into METHOD