Method Community

On Wednesday, June 16th @ 1:00pm EST, Amanda Mahadeo will be continuing with some more advanced actions. Some of the actions include Retrieve Value from Screen, Insert Records into Table, Basic Math and working with Shared Results, just to name a few. She will put together a little scenario using these actions - you don't want to miss ...

On Wednesday, June 9th, @ 1:00pm Ryan will demonstrate how to use the Add/Edit Contacts feature, the Advanced Search screen and how to add contacts via the Method Outlook Plug-in. This webinar will take place live but will also be recorded and posted as a comment on the Method Blog and on the complete list of webinars on the Method ...

Last week we were at the Scaling New Heights Conference in Atlanta, Georgia, and wow - what an incredible conference it was.  This was the second year Joe Woodard held this conference and his team definitely put together a successful event.  Scaling New Heights was particularly exciting for us at Method because for the first time ...

On Wednesday, May 5 @ 1:00pm, Valbon Shabani will continue on covering exciting new features in Method. The main focus will be around the Estimate to Sales Order, Sales Order to Invoice process. The webinar will guide you through a scenario of creating and converting an estimate into a Sales Order which will then be converted to a QuickBooks ...

After a long winter in hibernation, Method is finally back on the road again this May, and I’m very excited about it!  Method will be appearing at two conferences in the month of May, with our first stop in Houston, Texas on May 12th for the Houston User’s Conference. The Houston User’s Conference will be held at the Crowne ...

On Wednesday, April 28 @ 1:00pm, Amanda Mahadeo will be covering some exciting new features and updates released for Method CRM.   Some of the topics that will be discussed are how to add attachments/documents to opportunities/solutions, an overview of the new charts on the Sales Center Dashboard and changes to Opportunity Stages. ...

On Wednesday, April 21 @ 1:00pm EST, Ryan Bell will be kicking off our next wave of webinars starting with a walk through of our new Outlook Plug-In 2.0.  Learn how to add new leads/customers/vendors/contacts, create and update opportunities, save emails directly to Method and sync calendar appointments using our bi-directional sync. ...

Time tracking in Method now benefits from the new, snazzy timer object.  This timer object not only looks cool, it is extremely efficient and effective.   Check this out. You enter all your standard information like Date, Name, Customer, etc.  After clicking the “Start Timer” button, your timer starts ticking away ...

Opportunities, Cases and Solutions in Method CRM now all benefit from our new Document Management feature.  So why is this important to you?  I’ll tell you. The goal of any sales rep in an organization is simple – drive as many sales as he or she can.  As managers, owners and team leaders, our jobs are to provide our ...

Last night I was enjoying the spring like temperatures here in Toronto and decided to take a stroll with a friend and meet up at a local hangout.  While there, I quickly looked at my iPhone to check my calendar and see how my Friday was looking.  What I loved was the fact that I could see all my scheduled activities, including phone ...