Workflow Workshop #4: Keep Customers Engaged & Coming Back
This is the fourth session in our ongoing Workflow Workshop series, featuring live demos built for manufacturing and distribution teams who want to reduce manual work and fix the operational bottlenecks that come with running a QuickBooks-based business.
In this session, Errol and Matas show what a robust customer portal can look like in Method, including how customers can reorder products, check invoices, access documents, and get the information they need without calling your team. They also walk through how to customize portal functionality around real customer relationships and use sales dashboards to see what is happening across the business in real time.
You can register for the full Workflow Workshop series here.
