But, we get it. When someone says “the possibilities of customization are endless”, it can be confusing, if not a little overwhelming.
What exactly does customizing my account mean?
Where do I even start?!
Can someone help me plan out my workflow before I get going?
To answer all these questions and more, we hosted a live Method customization webinar and I’ve provided the recording below!
Here’s what we covered:
- Benefits of a customized CRM
- Your options for customizing your CRM or getting help customizing
- Examples of real customized CRM accounts using Method
- An intro to how to customize your Method account
Ready to start streamlining your operations?
Sign up for a free 30-day trial of Method:CRM, the #1 rated CRM by QuickBooks users on apps.com.
Includes a Free Demo and 1 Free Hour of Customization