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  • Customization Question

    I see that you can add tags to individual contacts within a company. I'm interested in making separate tags for businesses. For example, I have already separated out "retail" and "wholesale" in customer type. However, within that, I'd like to add other tags like "co-ops" "cafe" "chain ...
    Posted to Method:Classic General Q&A (Forum) by sjk on 03-06-2014
  • LEADS

    Is there a way to see the exact date a lead was entered into Method? Is there a way to see when those leads moved to customers and when those customers moved up levels in the pipeline? I"m looking for some way Method generates a report on this?
    Posted to Method:Classic General Q&A (Forum) by sjk on 01-21-2014
  • Customers/Leads

    Is it possible to change a customer to a lead? 
    Posted to Method:Classic General Q&A (Forum) by sjk on 12-31-2013
Page 1 of 1 (3 items)