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  • Viewing uploaded documents

    I'm having trouble viewing business cards I uploaded to my leads. All that is shown is the file name under the lead but no link or way to open it. Thank you!
    Posted to Method:Classic General Q&A (Forum) by lxavier49 on 04-09-2014
  • Customizing lead ratings

    I'm looking to customize the lead ratings, where I would have my own ranking system from A to D with A being "best" and D "worst". The hot/warm/cold option is not specific enough for my company. Is there a way to customize this specific drop down option under "leads?" Thank you!
    Posted to Method:Classic General Q&A (Forum) by lxavier49 on 04-09-2014
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