Workflow Workshop #1: Capture and Manage Every Lead
This is the first session in our ongoing Workflow Workshop series, featuring live demos built for manufacturing and distribution teams who want to reduce manual work and fix the operational bottlenecks that come with running a QuickBooks-based business.
In this session, Errol and Matas walked through how Method captures leads from manual uploads, forms, Gmail and Outlook, and send them into Method. We also show you how to use AI to help connect Method to anything using our API.
You can register for the full Workflow Workshop series here.
