Method Community

I have 3 telemarketers that use the system on a daily basis.  I have recently entered 4,000 leads into the system and would like to find the best way to daily assign to each telemarketer 75 new leads to call daily.   What is the best way to achieve this goal?  

The send email action supports more than one PDF attachment.  So you're in good shape. Paul

Hi team, I haven't gotten into the nitty-gritty of the action lists yet, I'd just like to make sure what I want to do is possible in Method before I get designing. I found a post from Paul (here) where he says: "Attaching an PDF to an email is easy.  You would just use a Generate Report action, immediately followed by a Send ...

Ronen, I had been thinking about this in a different way, and wanted to reply to this thread and ask if there was any background logic that would prohibit using the same lead status values in this manner.   Our company generates leads from several sources, but must verify them based on territory. My plan was to bring in new leads as ...

Hi lpierpont,  Are you looking at an original screen or are you looking at a customized screen? If it is an original screen, when you select an activity from the gird, it will open an individual acitivty. When you finish that activity, you need to make sure that you change the Status of the activity to completed above the area where you ...

Ah! I was unaware that I needed to add a gateway for each card type. My intuition told me that one gateway for all of our customers would be the way. Anyways, it looks like I fixed it. I will chime in again if something breaks.  Thanks, Aaron

So i didn't catch the answer about the payment gateway? how do i get the dropdown to show visa, master, discover, amex right now i just had to make it say something generic like "credit card"

Ronen, While you're looking into section-related issues, here's a few more I'm having issues with. 1. Moving sections with the up/down arrows does not always work.  Sometimes you get caught in a loop where the section appears to move, but upon reload is still in the same place. Yet other sections on the same screen will move ...

Ronen, In my example of   Lastname,Firstname  it would do things like extract and add the comma, ie.  ,Firstname      and    Lastname.  Then if I editted the customer name field to for example Lname,Fname   it might extract something like Lna  and Fnam, or maybe ...

 Aaron- I would need the error message to be able to better troubleshoot this issue. As far different payment types you will just need to add multiple payment gateways under Customize > My Account > Payment Gateways. If you wanted it to show Visa, Mastercard and AmEx, you would create 3 payment gates with the Payment Gateway Name ...