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New Method CRM 'How-To' Videos: Opportunities & Transactions

Allo! And welcome to this week’s Method blog. My name is Errol, and had this blog post come out on Friday, it would have been October 11th! And that would have meant that I had been with Method for 8 months! So close!

However, it’s only the 10th, so it’s been 8 months minus one day! HUZZAH! I hope Lynda buys me lunch. Not that I’m hinting or anything. No. Not at all. No sirreee….

But if she does buy me lunch, I want fish and chips!

Anyway, guess what I have for you? More videos! Of course I have more videos, that’s the only reason why they let me blog on here. Oh, and in case you missed it, did you see the last video we made? It was for the PwC Innovator of the Year award! I hope you were able to tweet that out! Also, can I just say working with the Method actors was a lot of fun?!

Hah. “Method Actors.” Get it? … Ok, moving along…

Anyway, the latest videos I have are on Opportunities and you can find them on our Youtube channel! I cover creating an Opportunity, editing an Opportunity, and the Opportunities List. And it’s all in its own playlist to make life easier for you.

Oh, and if you missed it, I have a playlist of Transaction videos too! There are four videos: Estimates, Sales Orders, Invoices, and Receiving Payments.

And that’s it for this week. It’s Thanksgiving for Canadians so I know that all I will be doing is eating. Mmmmm…

I hope you guys have a great weekend! Thanks for reading and take care! Bye bye!


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About Method_Errol

Errol Elumir is the Video and User Tutorial Specialist for Method CRM. He will do his best to provide clear and concise screencasts to help you understand Method. When not recording his voice for Method, he performs in a geek band. He is also looking for more friends on twitter: @Method_Errol.