Search results by user ID 5954

Activities Associated with An Opportunity

Juliet — Mon, 16 Dec 2013 19:57:48 GMT

I have been trying to figure this out for some time. Initially I create a lead and it might have some activities associated with it but when it is evident this prospect might become a customer I set up an opportunity using the create an opportunity from an existing lead. Method pulls the contact and address information through but not the activities. In reverse if I go back to the lead screen the opportunity activities are there under leads. Shouldn't it work the other way as well?

Thanks,

Juliet

Sync with Quick Books

Juliet — Wed, 25 Sep 2013 15:09:08 GMT

Method on my computer is no longer syncing with Quickbooks on our main computer. The last sync date was July.

Can you please let me know how to fix this?

Thanks,

Juliet

Multiple Locations

Juliet — Tue, 27 Aug 2013 15:32:59 GMT

Hi,

What is the best way to capture muliple locations in the leads area of Method. For example, if I have a chain of stores - two or three stores I have been entering them as separate records but it would be good to be able to link them. For instance when you have multiple contacts for one records it links all the contacts.

Thanks,

Edit New Field

Juliet — Fri, 09 Aug 2013 18:22:00 GMT

HI I created a new field called business with a dropdown in CRM New Lead(2). I want to be able to edit the values in the dropdown and I can't. It keeps telling me that the field is linked to a screen - which it is - the CRM New Lead (2) Screen. There is an additional value I want to include in the dropdown list.

Thanks,

Juliet

Re: Custom Field

Juliet — Fri, 09 Aug 2013 17:08:36 GMT

Hi Ben,

Sorry I am just getting around to this now - I am not sure what happened to July. So I added my custom field for competition. I have two questions that don't understand:

1) Field is too short and needs to be longer

2) Field does not appear on lead records I have already put in method - 300 of them? How can I make that happen.

Thanks,

Juliet

Custom Field

Juliet — Mon, 08 Jul 2013 19:58:47 GMT

I want to add a custom field called "competition" to the additional information table under the leads tab. I have not been able to accomplish this simple task despite having watched the webinars. I can't find a table for lead or for additional information for that matter. I click on customize, tables/fields - then what should I click on to be able to add this field to my New Lead information?

Thanks,

Importing from Excel

Juliet — Mon, 22 Apr 2013 21:06:37 GMT

Hi,

I am just starting out as a new user - I want to import information from excel files - I watched the webinar which I think is based on an older version of Method but I got the general idea. My only question after watching the webinar is around the absence of data in a field - for instance one of the fields needed is phone number but for some of the leads I am importing I may not have a phone number. Is this going to cause an issue during the import. For the example of 3 customers all the fields were populated with data but that is an ideal scenario.

Thanks,

Juliet