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 Method:CRM, feel free to explore our dashboard or dive into your favorite apps.
Next, you’ll want to make sure you set up your account to sync with QuickBooks so data in both tools is always up-to-date and accurate.
What’s more? In Method:CRM you can create custom templates for your reports, invoices, and more with the Web Report Designer.
Getting started with Method:CRM
Learn the ins and outs of Method:CRM in 5 minutes with these videos.
A quick video to go over the navigation of Method:CRM’s account dashboard.
Dashboard Overview
Video length: 0:50 mins
A step by step guide of how to add users in
Method:CRM and adjust their permissions.
Adding Users
Video length: 3:37 mins
Get to know Method:CRM's amazing features
Discover the power of Method:CRM for yourself with these reading materials.
Simplify your workflows by creating and scheduling App Routines in Method:CRM.
App Routines
Find out what the Web Report Designer is
and how to use it.
About the Web Report Designer
Logging into Method:CRM
Learn how to take advantage of Method:CRM’s single-sign-on feature.
Not a partner yet?
Grow your business and support your clients with Method:Partner program.
