How to Use Custom Fields Every business tracks information that is unique to the way it works. A CRM already includes standard fields—such as name, phone number, email address, owner, and date. Custom fields let your organization add the extra ...
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 show how to create and edit Bids in MeasureSquare CRM. You can easily create a Bid based on your diagram or takeoff with these steps: Step 1: Open your selected Project Step 2: Select a Diagram Step 3: Under the Orders tab on ...
In this article, we will show you the map to the tutorials covering the end-to-end workflow of MeasureSquare CRM. 1. Sign up and Trial How to Set Up your Trial Account and Invite Users on MeasureSquare CRM How to Sign in and Create an Account in ...