Search results by user ID 6787

Activities email attaching a file

Wayne — Thu, 28 May 2015 22:08:29 GMT

Following up on conversations with leads or customers we want to send and attachment with the email we can generate within the Activities screen but can't locate an attach file button or option. For instance, I just spoke with a customer who requested an updated price list but since I couldn't find an attach file button within Method I went to my email system and generated the email there. We don't use the gmail app yet but I imagine there is an option within in the app for attaching files. Is there a way to do this now from within Method?

Email notifications for assigned Activities

Wayne — Thu, 28 May 2015 18:02:54 GMT

Is there an option to disable email notifications for assigned tasks? There are times when the emails are overkill, actually a nuisance. It would be nice to have the option to not send the email notices what asigning or reassigning an activity.

import activities

Wayne — Thu, 21 May 2015 22:07:36 GMT

I have 320 customers that are in Method and Quickbooks which are listed on a spreadsheet after exporting them and working on them in a spreadsheet. I need to create an activity in Method for those 320 customers and it will be really time consuming to use List Builder to identify the 320 out of over 3600 customers currently in Method. Is there a way to import an activity?

Schedule activity for multiple contacts

Wayne — Thu, 30 Apr 2015 17:52:55 GMT

After importing a large list of leads I would like to filter down to a smaller list of 40 leads and schedule an outgoing phone call activity on a certain day and assign it to a user, then schedule the next 40 an outgoing phone call on the next day again to a user and so on.

Is there a feature in Method that allows me to schedule activities for the filtered leads, or if not is it possible to import activities, or do I need to add activities one at a time?

Importing Leads with sales rep and customer type assigned

Wayne — Thu, 23 Apr 2015 22:51:53 GMT

I am working on my first import file and would like to import the data with the sales rep in one of the import fields. I found the SalesRep field and noticed that right next to iit in the list are two likely related fields, SalesRep_RecordID and SalesRepRecordID. Method is integrated and syncing with our Quickbooks Desktop database. Can I enter the Sales Rep Initials being used in Quickbooks and import the file or do I need to also include the other two fields with the corresponding data in the import file?

The same question applies to the CustomerType field, which has a corresponding record id associated with it too.

Is there a document or some other source that offers more detailed information about importing that might answer some of these questions and provide detailed information on each field, etc?