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List of user tutorials
Solution No. 377

The following is a list for all user tutorials for Method CRM. Many of these videos can be found embedded throughout our documentation, but this is a master list for those people who learn best by watching!

Method CRM Setup
QuickBooks Transactions
Integrations
Customers
Activities
Opportunities
Campaigns
Cases
Google Gadget & Outlook Plug-ins
Method CRM Miscellaneous
Method CRM Field Services/Scheduling & Invoicing
Method Report Designer

Method CRM Setup

Method CRM Setup - YouTube Playlist

[Method CRM] Upload Your Logo (2:10)
[Method CRM] Setting Up Your Customer Portal (5:58)
[Method CRM] Add a Payment Gateway (4:18)
[Method CRM] Web-To-Lead Forms (2:52)
[Method CRM] Specify your Email Provider (3:13)
[Method CRM] Setting Up Integration with Quickbooks - Part 1 of 2 (6:01)
[Method CRM] Setting Up Integration with Quickbooks - Part 2 of 2 (5:40)
[Method CRM] Setting Up Users (3:45)
[Method CRM] Increasing and Decreasing Licenses (4:46)
[Method CRM] Apps and the App Library (3:03)

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QuickBooks Transactions

QuickBooks Transactions - Youtube Playlist

[Method CRM] Transactions 01 - Estimates (3:58)
[Method CRM] Transactions 02 - Sales Order (3:42)
[Method CRM] Transactions 03 - Invoices (4:16)
[Method CRM] Transactions 04 - Receive Payment (3:46)

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Integrations

Import/Export Tool

[Method CRM] Importing Customer Leads (3:45)
[Method CRM] Importing Multiple Contacts (3:15)

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Customers

Method CRM Customers - YouTube Playlist

[Method CRM] Customers 01 - Overview (3:24)
[Method CRM] Customers 02 - Contacts (4:51)
[Method CRM] Customers 03 - Customers and Leads (5:25)
[Method CRM] Customers 04 - Tagging (6:19)

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Activities

Method CRM Activities - YouTube Playlist

[Method CRM] Activities 00 - How to Use Activities (7:53)
[Method CRM] Activities 01 - Getting Started (3:40)
[Method CRM] Activities 02 - Scheduling a Followup (2:46)
[Method CRM] Activities 03 - Email (2:07)
[Method CRM] Activities 04 - Recurring Activities (3:35)
[Method CRM] Activities 05 - Activities List (3:55)
[Method CRM] Activities 06 - Editing Activities (3:36)
[Method CRM] Activities 07 - Activity Calendar (4:09)
[Method CRM] Activities 08 - Activity Types (5:29)
[Method CRM] Activities 09 - Statuses (2:53)
[Method CRM] Activities 10 - Activity Shortcuts (1:38)
[Method CRM] Activities 11 - Activity Defaults (4:23)

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Opportunities

Method CRM Opportunities - YouTube Playlist

[Method CRM] Opportunities: Creating an Opportunity (6:03)
[Method CRM] Opportunities: Opportunities List (3:09)
[Method CRM] Opportunities: Editing an Opportunity (7:10)

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Campaigns

Method CRM Campaigns - YouTube Playlist

[Method CRM] Campaigns 01 - Introduction (2:30)
[Method CRM] Campaigns 02 - Creating and Editing (4:12)
[Method CRM] Campaigns 03 - List Builder Basics (5:19)
[Method CRM] Campaigns 04 - Creating Activities within List Builder (2:59)
[Method CRM] Campaigns 05 - Export and Import into List Builder (4:09)

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Cases

Method CRM Cases - YouTube Playlist

[Method CRM] Cases 01 - Adding a new Case (6:54)
[Method CRM] Cases 02 - Workflow (Part 2) (4:26)
[Method CRM] Cases 03 - Workflow Conclusion (3:45)

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Method CRM Plug-Ins

Method CRM Google Gadget - YouTube Playlist

CRM for Gmail. Method CRM Google Gadget (2:57)
[Method CRM] Google Gadget - Part 1 (5:58)
[Method CRM] Google Gadget - Part 2 (6:14)
[Method CRM] Synching Google Calendar with Method's Activity Calendar (5:01)

Method CRM Outlook Plug-in - YouTube Playlist

[Method CRM] Outlook Plug-in: Installation (2:18)
[Method CRM] Outlook Plug-in: How to use Email (6:15)
[Method CRM] Outlook Plug-in: How to Sync the Calendar (7:03)

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Method CRM Miscellaneous

[Method CRM] Portal Pricing (5:03)
[Method CRM] Pricing: Named and Shared Licensing (2:12)
[Method CRM] Tabs, Tab Links and Tab Groups (4:51)
[Method CRM] Importing Customers & Customer Leads - Part 1 of 3 (6:45)
[Method CRM] Importing Customers & Customer Leads - Part 2 of 3 (2:51)
[Method CRM] Importing Customers & Customer Leads - Part 3 of 3 (4:51)
[Method CRM] Importing Multiple Contacts (3:15)

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Method CRM Field Services / Scheduling & Invoicing

[Method CRM] Field Services 01 - Creating a Work Order (4:34)
[Method CRM] Field Services 02: Series, Occurences & Recurring Work Orders (5:24)
[Method CRM] Field Services 03: Updating & Renewing Work Orders (5:56)
[Method CRM] Field Services 04: Teams & Team Defaults (4:03)
[Method CRM] Field Services 05: Route Mapping (4:52)
[Method CRM] Field Services 06: Job Costs (3:43)
[Method CRM] Field Services 07: Invoicing Work Orders (5:18)
[Method CRM] Field Services 08: Mobile (6:22)
[Method CRM] Field Services 09: Reports (3:06)

[Method CRM] Field Services - A Day in the Life: One Time Jobs (3:54)
[Method CRM] Field Services - A Day in the Life: Recurring Jobs (7:19)
[Method CRM] Field Services - A Day in the Life: Project-Based Jobs (5:35)

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Method Report Designer

Method Report Designer - YouTube Playlist

[Method CRM] Report Designer 01 - Introduction (4:58)
[Method CRM] Report Designer 01 - Groups and Group Headers (4:25)
[Method CRM] Report Designer 01 - Styling (6:43)
[Method CRM] Report Designer 01 - Reports in Method (3:12)
[Method CRM] Report Designer 01 - Detail Reports (6:01)
[Method CRM] Report Designer 01 - Calculated Fields (5:50)
[Method CRM] Report Designer 01 - Summaries (5:02)
[Method CRM] Report Designer 01 - Conditional Formatting (6:01)

[Method CRM] Report Designer 02 - Graphs & Charts Intro (4:41)
[Method CRM] Report Designer 02 - Charts & Graphs Customization (4:22)
[Method CRM] Report Designer 02 - Graphs & Charts Multiple Series (5:13)
[Method CRM] Report Designer 02 - Charts & Graphs Auto-created Series (3:49)
[Method CRM] Report Designer 02 - Pivot Grids #1 (5:07)
[Method CRM] Report Designer 02 - Pivot Grids #2 (4:24)

[Method CRM] Report Designer 03 - Print Templates for Invoice Reports (3:13)
[Method CRM] Report Designer 03 - Overview of Scripts (2:55)

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