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Method CRM

Last post 09-15-2011 4:13 PM by Method_Valbon. 1 replies.
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  • 09-15-2011 9:15 AM

    • chkahn12
    • Not Ranked
    • Joined on 04-07-2010
    • Florence, SC
    • Posts 3

    Method CRM

    Reply Contact

    Is it possible to change a customer back to a lead if added as a customer in error?  (there aren't transactions or anything tied to it)

    Carrie Kahn, Intuit Solution Provider & Advanced QB ProAdvisor

    Complete Business Solutions


    Tel: (800) 541-8744, Ext 3 | Fax: (888) 400-1751
    carrie@complete-biz.com | www.complete-biz.com

  • 09-15-2011 4:13 PM In reply to

    Re: Method CRM

    Answer
    Reply Contact

    Once a customer has been sent to QuickBooks it is no longer possible to set them back to a ‘lead status’ in Method because the customer has already been assigned the Customer ID in QuickBooks.

    The only work around would be to delete the customer from QuickBooks (which would also delete them from Method) and add a new lead status customer in Method.

    Need more help? Ask us about Method consulting services.

    Valbon Shabani
    Director of Education
    Method Integration Inc.
    Toll Free: 1.888.925.6238 ext. 715
    Local and overseas: 416.847.0400 ext. 715
    Fax: 416.640.6027
    E-mail: valbon@method.me
    Website: http://www.linkedin.com/in/valbon
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