Search results by user ID 5712

Merging New Customers

Marybeth Murphy — Wed, 10 Oct 2012 16:04:46 GMT

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 - one containing all of the financial and invoice information, and one containing all of my CRM information. Is there a way to merge these two accounts when this happens so that all my customer information is under one name?

Thanks!

Marybeth

Re: Using Opportunities Efficiently

Marybeth Murphy — Wed, 26 Sep 2012 14:16:19 GMT

Great! Thank you again!

Using Opportunities Efficiently

Marybeth Murphy — Tue, 25 Sep 2012 19:18:30 GMT

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 sale? For example, if I followed up with a Chiropractor after a trip to Dallas, TX, would a good Opportunity name be, "Dallas - August Follow-Up - Dr. Bob"? Then I later change the status whether or not they buy from me? Do Reps normally make an opportunity for every lead or customer, and make new opportunities after everytime a lead/customer buys?

Thank you!

Marybeth

Activities Are Not Saving

Marybeth Murphy — Wed, 12 Sep 2012 20:32:06 GMT

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 two days, when we try to save activities, whether completed or a future follow-up, they do not show up anywhere under the activites or anywhere else in Method. About 80% of my attempts to save activities have failed. I believe the rate of failure may be higher for new leads than it is for activities that have been on my active list that I have completed this week.

Thanks