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Yes, we are... that's great, thank you.
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Ok, one quickquestion then: do QB custom fields link to Method so we can link our customer demographics stored in QB custom fields to Method (which will be our sales team's interface)?
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Is there a list of data fields that are shared between QB and Method CRM that I can get? I am referring to the ones that are already shared / linked in the standard CRM before any custom work is done. Also, are there any limitations to the fields that can be linked between the two systems? We're just looking at the best ...
Page 1 of 1 (3 items)
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