Workflow Workshop, Sept 15, 2026: Capture and Manage Every Lead
Leads come at you from everywhere — a form on your site, a spreadsheet you bought, an email that landed at 6 p.m. on a Friday — and the ones that slip usually slip because nobody owned them. In this session, Errol and Matas walk through every way to get leads into Method: adding them one at a time, bulk importing a spreadsheet while tagging and assigning the whole batch as it lands, creating them straight from Gmail or Outlook, capturing them with a web form, and piping them in from your own website with the Method API.
They also cover why leads sit in Method until they convert—your QuickBooks file doesn’t need 10,000 people who never bought anything—and how the two-way sync kicks in the second one does. Plus logging activities and scheduling follow-ups so the next step has a name and a date on it, custom fields on the import, rep-level views and permissions, and how a custom MCP gives AI tools controlled access to your Method data.
CTA line: The Workflow Workshop runs live every Tuesday at 1 p.m. ET. Sign up here.
