The webinars listed below reference older screens and/or features that are no longer used in the most recent updates available through Method. It is likely that newer webinars will be recorded to cover topics listed on this page. While some of the information may still be relevant, it is important to be aware and cautious of differences between the webinars and your Method account.
Webinar Recordings
If you are using Internet Explorer 8, right click on the link and click 'save as' to view past webinar recordings.
If you are using Firefox or an older version of Internet Explorer, simply click on the links below to view the recordings.
Note - If you have never watched a GoToWebinar or GoToMeeting recording on your computer before, you may need to install the following codec prior to watching the recording: www.gotomeeting.com/codec.
Getting Started
Getting started with Method - GoToMeeting codec required
Setting up permissions, creating users, tab groups/roles
A to B Walkthroughs
A to B of the Customer Center - GoToMeeting codec required
Creating a customer, invoice and credits
Method CRM 1.0
Introduction to Method CRM - Level 1 - GoToMeeting codec required
Campaigns, opportunities and activities
Introduction to Method CRM - Level 2 - GoToMeeting codec required
Cases and solutions
Introduction to CRM: Level 3 - Customer Portals - GoToMeeting codec required
Customer portals
Introduction to CRM: Level 4 - GoToMeeting codec required
Email templates, List Builder, Outlook integration
Documents, Dashboard and Opportunity Stages - GoToMeeting codec required
Document Library, Sales Center Dashboard with charts/graphs, opportunity stages
Adding and Editing Contacts in Method - GoToMeeting codec required
Add/Edit Contacts in Method, Add/Edit Contacts in Method Outlook Plug-In 2.0, using Advanced Search
Scenarios
Scenario - filter screens by QuickBooks Sales Reps - 32:52min - GoToMeeting codec required
Linking a user to a QuickBooks Employee/Vendor, Import values from session, Creating tabs/groups/roles, Filter grids by Sales Rep and other filter examples