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Understanding Customers vs Contacts in Method CRM
In this video, I walk you through creating Work Orders within Method CRM and integrating it with your QuickBooks. 0:00 Intro 0:36 Understanding Customers vs Contacts 2:05 How it applies to B2B businesses 3:45 Primary contact vs Alternate contact 5:41 How it applies to Non-profits 7:51 How it applies to B2C businesses 9:15 Showing the difference ...
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