OVERVIEW
How to view webinars
Getting Started
A to B Walkthroughs
Method CRM
Scenarios

Overview

The webinars listed below reference older screens and/or features that are no longer used in the most recent updates available through Method. You can access newer (and therefore more relevant) webinars by reading our Webinars documentation. While some of the information included below may still be relevant, it is important to be aware and cautious of differences between the webinars and your Method account.

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How to view webinars

The older webinars listed below will require you to install a GoToMeeting codec on your computer prior to watching a recording.

• 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, you may need to install this codec prior to watching the recording.

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Getting Started

Getting started with Method - GoToMeeting codec required
Setting up permissions, creating users, tab groups/roles

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A to B Walkthroughs

A to B of the Customer Center - GoToMeeting codec required
Creating a customer, invoice and credits

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Method CRM

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

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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

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