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Assign User to a Lead in New CRM

Last post 08-08-2011 8:26 AM by Method_Michael. 3 replies.
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  • 08-04-2011 3:49 PM

    Assign User to a Lead in New CRM

    Reply Contact

    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.

  • 08-05-2011 8:05 AM In reply to

    Re: Assign User to a Lead in New CRM

    Reply Contact

    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

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo

  • 08-05-2011 4:38 PM In reply to

    Re: Assign User to a Lead in New CRM

    Reply Contact

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

  • 08-08-2011 8:26 AM In reply to

    Re: Assign User to a Lead in New CRM

    Answer
    Reply Contact

    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

    Michael Melo
    Product Manager
    Method Integration Inc.
    Website: http://www.method.me
    LinkedIn: http://www.linkedin.com/in/MichaelMelo
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