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.
Study time: 18 minutes
Logging into Method:CRM
Learn how to take advantage of Method:CRM’s single-sign-on feature.
Welcome to Method:CRM!
To get started, use Method:CRM’s single-sign-on 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 settings. You can set up your branding, add additional users, and configure email settings.
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.
Explore the basics of Method:CRM
Here are 10 minutes worth of reading materials to get you up to speed on the key values and pricing tiers of Method:CRM.