Search results by user ID 6138

Leads to Customers transition

antibodyverify — Wed, 16 Oct 2013 20:54:40 GMT

Hey Method folks,

My question is regarding the Lead to Customer transition. Basically, we do a lot of work with very large universities with tons of different contacts and different departments. The problem is that all these leads we are gathering are starting to overlap “customer names” (they are all from the same University). We are worried that once we convert these leads to customers and eventually the info gets transferred to Quickbooks we will have conflicting naming conventions and things will get a little messy. My question is “What’s the best way to get all of these different leads to customers (with the same “company” or “university” name) organized so none of the records overlap.

Regards,

Jesse

Re: How to create "Tags"

antibodyverify — Tue, 15 Oct 2013 14:17:21 GMT

Hi Jason,

Ahhhh. I see it now. That little tag icon was hiding in the top left corner the whole time. Thank you very much for the help!

Regards,

Jesse

How to create "Tags"

antibodyverify — Mon, 14 Oct 2013 20:13:12 GMT

Hello,

We are currently loading up our Leads and Customers as of right now and I was just wondering what exactly the Tags section of the Customer List are. I'm assuming it's tags as in key words for filtering. That being said, how do we enter those? How do they work? Our customer list will eventually become quite large and if this is a way to help filter them all it would be beneficial for us to use them . Thanks in advance!

-Jesse