Method Community

Thank you this is helpful.  

Ronen,   Yes, I am looking for the customers to log in and land on their home page tab instead of the "recent transactions"   Thank you Lee

  Leads Management : I currently have all leads assigned to myself as a catch all, I want to be able to assign task and assign leads in batches to reps, how can Ibest do this.   I have many leads lists that I do not quickbooks to immediately recognize as customers until they place orders, these lists are planned to be ...

 Before I upgrade to the Pro addition I want to know which reports are already ready to run or do all reports need to be created/customized?

The logo appears blurry on the internal pages, what is the largest and clearest sizing allotted to logos. i also need to know if the logo on on the customer landing page can be enlarged and centered above the client email sign location.    

On the customer web links to their accounts it currently lands on recent transaction page, I want them to land on the clients home page.  can this be changed?

When a user deletes a customer in Method what happens in QB to that customer?  is there a report that i can get that would show me all deleted, when i could inactivate or delete in QB if not automatic? These customers that my telemarketers are deleting is due to the fact the contact/business does not exsist.  

I have 3 telemarketers that use the system on a daily basis.  I have recently entered 4,000 leads into the system and would like to find the best way to daily assign to each telemarketer 75 new leads to call daily.   What is the best way to achieve this goal?