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.
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 your way through each section of the study guide to prepare for your Method:Partner certification exam.
Not a Method:Partner yet?
Explore the Method:Partner study guide
Use these materials to get you ready for the Method:Partner certification exam.
Introduction to Method
Study time: 10 mins
A quick overview of what Method:CRM is and how it can benefit your clients.
Method’s QuickBooks Sync
Study time: 10 mins
Learn about how Method:CRM syncs with multiple versions of QuickBooks.
Set up and use Method
Study time: 20 mins
Learn the best practices for how to get started with Method:CRM.
Method Packs & Apps
Study time: 30 mins
All you need to know about the contacts app, opportunities app, estimates app, portals, and many other useful Method:CRM features.
Method:CRM integrations
Study time: 10 mins
Beyond QuickBooks, Method:CRM has native integration with Gmail, Outlook, Mailchimp, payment gateways, and more!
Method Help Center
Free study
Explore more resources about Method through our help center.