Method:Classic General Q&A

Re: Assign User to a Lead in New CRM

Method_Michael — Mon, 08 Aug 2011 13:26:31 GMT

l.maurer,

Method is intended to integrate and sync with QuickBooks. In theory you could probably get away without using QuickBooks but it is not suggested. If you’re going to do so, take caution and realize you may encounter screens that may not function as they were designed to.

-Michael

Re: Assign User to a Lead in New CRM

l.maurer — Fri, 05 Aug 2011 21:38:06 GMT

No, the client/prospect is only interested in the CRM.

Re: Assign User to a Lead in New CRM

Method_Michael — Fri, 05 Aug 2011 13:05:34 GMT

l.maurer,

You can still create sales reps in Method without have them sync to QuickBooks. Also to confirm will you at least be doing an intial sync with QuickBooks?

-MIchael

Assign User to a Lead in New CRM

l.maurer — Thu, 04 Aug 2011 20:49:27 GMT

Without using the Sales Rep field, is there a way to assign a user to a Lead like you can for an Opportunity? Client will not be linking with QuickBooks, so will not have QB Sales Reps.