First off, welcome to Method! If you are new to Method, then you probably want to know what to do first. 

This article will cover the basics of Method:CRM and help get you started. 

Those who administer this account will also want to view our other article "Admin User Guide - Getting Started" in addition to the new user guide.

First Looks

When you first log in, your dashboard will look something like this:

Depending on what your role is in your company, you may have different Apps (the coloured boxes). Each app fulfills a different purpose and by clicking the app, you can manage the data within that app.

To learn how to use the user interface, please see our article The Method:CRM Dashboard.

Get to Know Method

In order to understand how Method works, we have a few onboarding walkthroughs for you to follow. Please go through these articles in order.

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