Method Community

When you set up a new Lead or Customer, in the Additional Info tab you have the option to select Price Level. When I assign a Price Level from the list to a contact and then I proceed to create an estimate for that contact the prices that are reflected are still the standard price level. It would seem if you can select the price level then when you create an estimate for that customer it would reflect prices from the table with the prices from that price level. I do know this can be done as we have been synching with our website multiple prices levels for the past 5 years. I have heard that 3rd parties 'think' that the quickbooks sdk prevents you from building this but someone has figured it out and we have used it, so it is possible. This is the only feature of your crm that would prevent us from using it. It is too time consuming to flip back and forth to QB so we can develop quotes with different price levels. HELP :)

Hi minermoe,

Price levels can definitely be utilized in Method CRM, however, it needs to be done through customization. So you'll need to invest some time to take advantage of it, check out this similar post for more information. Alternatively, you can speak with an in-house Consultant or one of our Method Solution Providers (MSP) to have the work done for you.

Let me know if you would like to speak with an in-house Consultant and I'll get the ball rolling.

- Ashur