How to Import Diagrams into a CRM Project
How to Import Diagrams into a CRM Project
In this article we will show how to attach Diagrams to a MeasureSquare CRM Project
To attach Diagrams to your Project you select the + Add button in the Diagrams section of the right hand column of your Project
There are three options to when attaching a diagram. New Diagram, Add Exist Diagrams, and Upload Takeoff (fez,stz) File
To attach Diagrams to your Project you select the + Add button in the Diagrams section of the right hand column of your Project
There are three options to when attaching a diagram. New Diagram, Add Exist Diagrams, and Upload Takeoff (fez,stz) File
1. New Diagram:
Which opens MeasureSquare Web, allowing you to create a take off inside of the CRM.
2. Add Existing Diagrams:
Which allows you to import one or multiple diagrams from any group member's MeasureSquare Cloud directly into the MeasureSquare CRM.
Any update made to the diagram in the MeasureSquare Cloud will also automatically be applied to the diagram in MeasureSquare CRM.
Learn how to link your MeasureSquare Cloud Diagrams with the CRM here
3. Upload Takeoff (fez,stz) file:
Which allows you to import a takeoff file saved locally on your computer into the MeasureSquare CRM.
For any further questions, please reach out to our Support team
Note: If you need to update the diagram using this method you will need to upload the updated file as a separate diagram, meaning that your existing products from the old diagram will need to be manually updated as well
For any further questions, please reach out to our Support team
Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3
All Hours: support@measuresquare.com
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