{"id":13087,"date":"2020-08-25T10:02:13","date_gmt":"2020-08-25T14:02:13","guid":{"rendered":"https:\/\/www.method.me\/?page_id=13087"},"modified":"2025-12-10T12:32:42","modified_gmt":"2025-12-10T17:32:42","slug":"crm-help-resources","status":"publish","type":"page","link":"https:\/\/www.method.me\/crm-help-resources\/","title":{"rendered":"Help Splash page"},"content":{"rendered":"\n<div class=\"wp-block-group alignfull m-section m-width-half is-layout-constrained wp-container-core-group-is-layout-0969ed4c wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<h1 class=\"wp-block-heading has-text-align-center\" id=\"h-how-can-we-help\">How can we help?<\/h1>\n\n\n\n<form role=\"search\" method=\"get\" action=\"https:\/\/help.method.me\/\" class=\"m-padding wp-block-search\"><label for=\"wp-block-search__input-1\" class=\"wp-block-search__label screen-reader-text\">Search help<\/label><div class=\"wp-block-search__inside-wrapper \"><input type=\"search\" id=\"wp-block-search__input-1\" class=\"wp-block-search__input wp-block-search__input\" style=\"padding: 1rem 1rem 1rem 2rem;\" name=\"q\" value=\"\" placeholder=\"Search help center...\" required=\"\"><\/div><\/form>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Popular searches:<\/strong>&nbsp;<a href=\"https:\/\/help.method.me\/en\/articles\/2620698-quickbooks-desktop-sync-faq\/\" target=\"_blank\" rel=\"noreferrer noopener\">QuickBooks Desktop sync<\/a>,&nbsp;<a href=\"https:\/\/help.method.me\/en\/articles\/2459453-what-are-custom-fields\" target=\"_blank\" rel=\"noreferrer noopener\">Custom fields<\/a>,&nbsp;<a href=\"https:\/\/help.method.me\/en\/articles\/2459682-convert-an-estimate-to-an-invoice\" target=\"_blank\" rel=\"noreferrer noopener\">Convert an estimate to an invoice<\/a>,&nbsp;<a href=\"https:\/\/help.method.me\/en\/articles\/1473703-importing-leads-and-customers\" target=\"_blank\" rel=\"noreferrer noopener\">Importing leads and customers\u200b<\/a><\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"get-the-answers-you-need\" class=\"wp-block-heading has-text-align-center\">Get the answers you need<\/h2>\n\n\n\n<div class=\"inherit-container-width wp-block-group subtext-width is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<p class=\"has-text-align-center m-subtext-h1 wp-block-paragraph\">Use support resources created by our team of Method experts to find a solution that works for you.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column m-card-shadow m-card-icon is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/help.method.me\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/icon-fields-tables-apps.svg\" alt=\"Icon of document search\" class=\"wp-image-14739 lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/a><\/figure>\n\n\n\n<h5 id=\"knowledge-base\" class=\"wp-block-heading has-text-align-center\">Knowledge base<\/h5>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Advice and answers from Method experts.<\/p>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/help.method.me\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">Search Help Center<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column m-card-shadow m-card-icon is-layout-flow wp-block-column-is-layout-flow\">\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/913433287?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Win more business with a QuickBooks CRM\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n\n\n\n<h5 id=\"watch-our-intro-video\" class=\"wp-block-heading has-text-align-center\">Watch our intro video<\/h5>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">New to Method CRM? Find out why Method CRM is rated the #1 CRM by QuickBooks users.<\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column m-card-shadow m-card-icon is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/help.method.me\/en\/collections\/1419667-method-faq\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2023\/01\/icon-book_question.svg\" alt=\"Icon of a book with a question mark\" class=\"wp-image-21118 lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/a><\/figure>\n\n\n\n<h5 id=\"method-crm-faq\" class=\"wp-block-heading has-text-align-center\">Method CRM FAQ<\/h5>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Great minds think alike. Get the answers to the questions we get asked the most.<\/p>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/help.method.me\/en\/collections\/1419667-method-faq\" target=\"_blank\" rel=\"noreferrer noopener\">Read our FAQ<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"browse-help-center-by-category\" class=\"wp-block-heading has-text-align-center\">Browse Help Center by category<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column m-card-shadow m-card-icon is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center m-no-bottom wp-block-paragraph\"><a href=\"https:\/\/help.method.me\/en\/collections\/1392173-get-started-with-method\" target=\"_blank\" rel=\"noreferrer noopener\">Getting started<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column m-card-shadow m-card-icon is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center m-no-bottom wp-block-paragraph\"><a href=\"https:\/\/help.method.me\/en\/collections\/96838-set-up-method\" target=\"_blank\" rel=\"noreferrer noopener\">Set up Method<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column m-card-shadow m-card-icon is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center m-no-bottom wp-block-paragraph\"><a href=\"https:\/\/help.method.me\/en\/collections\/96908-contact-management-pack\" target=\"_blank\" rel=\"noreferrer noopener\">Contact management<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column m-card-shadow m-card-icon is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center m-no-bottom wp-block-paragraph\"><a href=\"https:\/\/help.method.me\/en\/collections\/1419150-accounting-list-pack\" target=\"_blank\" rel=\"noreferrer noopener\">Accounting pack<\/a><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column m-card-shadow m-card-icon is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center m-no-bottom wp-block-paragraph\"><a href=\"https:\/\/help.method.me\/en\/collections\/1421226-sales-transactions-pack\" target=\"_blank\" rel=\"noreferrer noopener\">Sales transactions<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column m-card-shadow m-card-icon is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center m-no-bottom wp-block-paragraph\"><a href=\"https:\/\/help.method.me\/en\/collections\/1419123-sales-pipeline-pack\" target=\"_blank\" rel=\"noreferrer noopener\">Sales pipeline management<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column m-card-shadow m-card-icon is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center m-no-bottom wp-block-paragraph\"><a href=\"https:\/\/help.method.me\/en\/collections\/1442739-purchase-transactions\" target=\"_blank\" rel=\"noreferrer noopener\">Purchase transactions<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column m-card-shadow m-card-icon is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center m-no-bottom wp-block-paragraph\"><a href=\"https:\/\/help.method.me\/en\/collections\/96876-integrations\" target=\"_blank\" rel=\"noreferrer noopener\">Integrations<\/a><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button m-button-attr-ghost\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/help.method.me\/en\/\" target=\"_blank\" rel=\"noreferrer noopener\">View more help articles<\/a><\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"learn-more-about-customization\" class=\"wp-block-heading has-text-align-center\">Learn more about customization<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column m-card-shadow m-card-icon is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center m-no-bottom wp-block-paragraph\"><a href=\"https:\/\/help.method.me\/en\/collections\/1419698-customization-concepts\" target=\"_blank\" rel=\"noreferrer noopener\">Customization concepts<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column m-card-shadow m-card-icon is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center m-no-bottom wp-block-paragraph\"><a href=\"https:\/\/help.method.me\/en\/collections\/97006-common-customization-scenarios\" target=\"_blank\" rel=\"noreferrer noopener\">Common customization scenarios<\/a><\/p>\n<\/div>\n\n\n\n<div class=\"wp-block-column m-card-shadow m-card-icon is-layout-flow wp-block-column-is-layout-flow\">\n<p class=\"has-text-align-center m-no-bottom wp-block-paragraph\"><a href=\"https:\/\/help.method.me\/en\/collections\/1470001-customization-missions\" target=\"_blank\" rel=\"noreferrer noopener\">Learning customization<\/a><\/p>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section-sub m-bg-grey is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<div class=\"wp-block-media-text alignwide has-media-on-the-right is-stacked-on-mobile is-vertically-aligned-center\"><div class=\"wp-block-media-text__content\">\n<h2 id=\"need-expert-customization-services%25e2%2580%258b\" class=\"wp-block-heading\">Need expert customization services?\u200b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">We know one size doesn\u2019t fit all, especially for small businesses. That\u2019s why we have a team of expert consultants who can customize Method CRM so it\u2019s just right for you.<\/p>\n\n\n\n<div class=\"wp-block-buttons m-button m-button-attr-ghost is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.method.me\/customization-services\/\">Learn more<span class=\"screen-reader-text\"> about Method&#8217;s customization services<\/span> <\/a><\/div>\n<\/div>\n<\/div><figure class=\"wp-block-media-text__media\"><img decoding=\"async\" width=\"1024\" height=\"850\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/03\/CRM-customization-services-method-V3-1024x850.png\" alt=\"Chat screen with customization icons and profile icons\" class=\"wp-image-16506 size-full lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/03\/CRM-customization-services-method-V3-1024x850.png 1024w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/03\/CRM-customization-services-method-V3-300x249.png 300w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/03\/CRM-customization-services-method-V3-768x638.png 768w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/03\/CRM-customization-services-method-V3.png 1202w\" data-sizes=\"(max-width: 1024px) 100vw, 1024px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1024px; --smush-placeholder-aspect-ratio: 1024\/850;\" \/><\/figure><\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group alignfull m-section is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 id=\"didnt-find-what-you-were-looking-for%25e2%2580%258b\" class=\"wp-block-heading has-text-align-center\">Didn&#8217;t find what you were looking for?\u200b<\/h2>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-7387b849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column m-card-shadow m-card-icon is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/icon-free-hour-expert.svg\" alt=\"Icon of two people talking\" class=\"wp-image-14746 lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<h5 id=\"free-support-from-real-people%25e2%2580%258b\" class=\"wp-block-heading has-text-align-center\">Free support from real people\u200b<\/h5>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">If you have questions or concerns about <a href=\"https:\/\/www.method.me\/\">Method<\/a> CRM,<br>our team is happy to help!<\/p>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button m-button-attr-ghost\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.method.me\/contact-us\/\">Contact us<\/a><\/div>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column m-card-shadow m-card-icon is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2021\/06\/icon-built-for-small-business.svg\" alt=\"Icon of little business person with briefcase\" class=\"wp-image-14738 lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" \/><\/figure>\n\n\n\n<h5 id=\"work-with-a-methodpartner\" class=\"wp-block-heading has-text-align-center\">Work with a Method:Partner<\/h5>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Accelerate your business\u2019 growth and success with the help of a Method:Partner who specializes in your industry.<\/p>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button m-button-attr-ghost\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.method.me\/partners\/\">Find a Method:Partner<\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group m-section m-bluebanner is-layout-flow wp-block-group-is-layout-flow\"><div class=\"wp-block-group__inner-container\">\n<h2 class=\"wp-block-heading has-text-align-center\" id=\"h-simplify-your-business-with-method\">Simplify your business with Method<\/h2>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\">Start your free trial \u2014 no credit card, no contract.<\/p>\n\n\n\n<div class=\"wp-block-buttons m-justified-center is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-3e41869c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button m-button m-button-attr-white\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/signup.method.me\/methodcrm\">Try for free<\/a><\/div>\n\n\n\n<div class=\"wp-block-button m-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/grow.method.me\/demo\/?SOURCE=QBCRMpage\">Book a demo<\/a><\/div>\n<\/div>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>How can we help? Search help Popular searches:&nbsp;QuickBooks Desktop sync,&nbsp;Custom fields,&nbsp;Convert an estimate to an invoice,&nbsp;Importing leads and customers\u200b Get the answers you need Use support resources created by our team of Method experts to find a solution that works for you. Knowledge base Advice and answers from Method experts. Watch our intro video New [&hellip;]<\/p>\n","protected":false},"author":26,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"no-sidebar","site-content-layout":"page-builder","ast-site-content-layout":"full-width-container","site-content-style":"unboxed","site-sidebar-style":"unboxed","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"disabled","ast-breadcrumbs-content":"","ast-featured-img":"disabled","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"wf_page_folders":[6722,6209],"class_list":["post-13087","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Method CRM help resources &#8212; 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