In this article, we will cover how to set up a connection between diagrams in the M2Cloud and in MeasureSquare CRM. This article applies to MeasureSquare CRM. You can import your diagrams from MeasureSquare Cloud to MeasureSquare CRM. This process ...
In this article, we will cover how to create custom fields for different items in MeasureSquare CRM This article applies to MeasureSquare CRM. 1. From the homepage, click on your profile in the top right corner then click on Settings. 2. To add/edit ...
In this article, we will cover how to set up your trial account in MeasureSquare CRM This article applies to MeasureSquare CRM. IMPORTANT: Only one user from your team should click the link to set up a trial of the CRM. Once the account is set up, ...
In this article, we will cover how to navigate to and sign in to MeasureSquare CRM This article applies to MeasureSquare CRM. 1. To get started, navigate to our website at crm11.measuresquare.com 2. For existing MeasureSquare users, use your ...
In this article, we will cover how to create an Archive Pipeline and explain its practical applications. This applies to MeasureSquare CRM. An Archive Pipeline is used for managing and organizing projects or deals that are no longer active. There may ...