Method Community

When I have a potential customer, I always make a contact under the 'Leads' tab, and later convert them into a Customer if they order. When they order, I then go into QBO to add them as a customer and create an invoice for them. This becomes a problem later when Method and QBO sync, and I then end up with two customers for the same person ...

Great! Thank you again!

I'm back! I'm trying to play with conversions of leads into customers, and it seems that it can only be done via opportunities. What I want to know is, what is an opportunity used for? It seems more specific than campaigns and specific to a particular lead/customer. Are opportunities to be used as a series of contact to make one particular ...

I just got done chatting with a Method Support Representative, and after much typing back and forth, he proclaimed he could not identify the problem so the only way to get help for free would be to post here. So I again explain my delima as requested: This week we switched from the Method CRM free-trial to a paid basic account. For the past ...