Hi Greenbee,
You may create sales reps in Method in the Quickbooks tab group under Lists>Sales Rep. You can then assign them to leads, customers, and opportunities yourself if needed. If you would like to take advantage of the built-in conversion charts on the home dashboard, you may create users in Method that cannot sign in and do not count towards your paid licenses. When you're creating the user, make sure the checkbox labelled User can sign-in (paid license) is unchecked. Also ensure that the users are linked to the correct sales rep.
On another note, in Method the best way to track your conversion rate is from opportunities won and lost. This is more efficient than simply tracking the percentage of leads to customers because you can track opportunity stages, probabilities, and the amount of potential revenue in your pipeline. Opportunities can also come from current customers. For example, if a current customer is interested in a new product, it can be considered an opportunity.
Hope this helps!
- Jason