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Integrations with Method

Integrate Method with your favorite tools You can integrate Method with solutions beyond QuickBooks. By Method: Partner study guide Study time: 10 minutes Make the best QuickBooks CRM even better. Take advantage of native integrations with apps like Gmail and Outlook, or connect Method:CRM to hundreds of other apps via Zapier.   Method:CRM integrates with …

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Method’s QuickBooks Sync

Method’s QuickBooks Sync When it comes to syncing with QuickBooks, Method did it first — and we still do it best. By Method: Partner study guide Study time: 10 minutes What makes our QuickBooks CRM unique?​ Method’s patented integration instantly syncs your customers, invoices, payments, and more between Method:CRM and QuickBooks. With it, you don’t …

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Setting up and using Method

How to set up and use Method:CRM Use these resources to learn the basics of Method:CRM and become the product expert your clients need. By Method: Partner study guide Study time: 18 minutes Welcome to Method:CRM! To get started, use Method:CRM’s single-sign-on with Intuit or Google to access your account. Once you are logged into …

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Introduction to CRM

An introduction to Method:CRM Understand the basics of customer relationship management (CRM) and how Method:CRM can help your clients grow. By Method: Partner study guide Study time: 15 minutes What is a CRM? CRM stands for Customer Relationship Management and is a type of software that helps you better manage your relationships with leads and …

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Partner Study Guide

Master Method:CRM with the online study guide Develop your knowledge of Method:CRM with e-learning resources curated by our education and product experts. Get started Grow your skills Learn how to use Method:CRM to its full potential. What is the partner study guide? A list of online materials that are categorized into five main sections. Make …

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Method Apps

Your guide to Method apps Learn how Method apps can help your clients succeed. By Method: Partner study guide Study time: 30 minutes What are the apps and packs offered by Method:CRM? Within Method, you will see a variety of different apps. Each app has its own CRM specialty from contact management to activity tracking …

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