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 rename modules and hide modules in MeasureSquare CRM 1. From the homepage, click on your profile in the top right corner then click on Settings. 2. To add/edit custom fields for any items, navigate to Modules. 3. ...
In this article, we will cover how to set up organization details and manage team structure 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. ...
In this article, we will cover how to Create/Import Vendors into MeasureSquare CRM via QuickBooks Vendors or Local Files (CSV, XLS, or XLSX). 1. From the homepage, navigate to the Vendors tab under Purchases To create a new Vendor: 1. From the ...
In this article, we will guide you through the process of setting up a pipeline and its stages in MeasureSquare CRM. Pipelines help you track the progress of your sales or project management workflows by breaking them into stages. This article ...