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Document management has been a hidden gem in Method CRM since March 2010 . The initial release of the document library allowed for documents to be attached through the opportunity, case and solution screens. But what happened if you wanted to attach a...
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On Wednesday, April 28 @ 1:00pm , Amanda Mahadeo will be covering some exciting new features and updates released for Method CRM. Some of the topics that will be discussed are how to add attachments/documents to opportunities/solutions, an overview of...
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Opportunities, Cases and Solutions in Method CRM now all benefit from our new Document Management feature. So why is this important to you? I’ll tell you. The goal of any sales rep in an organization is simple – drive as many sales as he or...
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