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!
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.
Video length: 0:50 mins
A step by step guide of how to add users in
Method:CRM and adjust their permissions.
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.
Learn how to use Method:CRM
on Mac operating systems.
Using Method:CRM on a Mac
Simplify your workflows by creating and scheduling App Routines in Method:CRM.
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.
Find out how to sign in to Method:CRM with your Intuit credentials.
Sign in with Intuit
Find out how to sign in to Method:CRM with your Google credentials.
Sign in with Google
Not a partner yet?
Grow your business and support your clients with Method:Partner program.