Workflow Workshop: Bring In Leads and Get Them to the Right Rep | Oct 20, 2026
Leads in Method stay out of QuickBooks until they become paying customers, so your bookkeeper never has to sort through people who never bought anything. In this session, Yemi and Errol show the different ways to bring those leads in. Errol imports a spreadsheet and assigns and tags the whole batch as it lands. Then he creates a lead straight from a Gmail message and schedules a follow-up for a teammate in the same step. He also shows what happens when someone fills in a Web-to-Lead form on your website: Method creates the lead, logs the activity, sets a follow-up and opens an opportunity for you.
They finish with a first look at Method AI, which is now available on new trial accounts. Errol uses plain-language requests to hide a column and move a button, and then he resets the screen back to its original layout. The Q&A covers whether AI changes affect every user’s screen, how to keep spam out of your web forms, and how to prepare for your free one-hour customization session.
The Workflow Workshop runs live every Tuesday at 1 p.m. ET. Sign up here.
