Method Community

How do I add a field that can designate the stage I'm in.  I have a script that has 5 parts and I want to see where I left off when I have to call back to turn the lead into a customer.   Thanks!!

How do I move a template that I've already created in QuickBooks for my proposals into Method CRM?

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)