How to add multiple contacts to a project in MeasureSquare CRM
This article will guide you through the process of adding multiple contacts to a project in MeasureSquare CRM.
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- Search for contacts using the search bar.
- Filter by contact type (e.g., Lead, Customer, Vendor, Subcontractor, Owner, Builder).
- Select multiple contacts by checking the boxes next to their names.
Click OK to add the selected contacts to the project.
Pro Tip: You can view all contacts from the same company by searching their email domain, eliminating the need to look them up individually.
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- Fill out the required fields, such as First Name, Last Name, Email, Phone, Company, and Type.
- Click Save to create the new contact and add it to the project.
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Steps to Add Multiple Contacts to a Project
Step 1: Click on "+ Add" Button
Navigate to the Contacts section within the project overview and click the "+ Add" button to begin adding contacts to the project.---
Step 2a: Multi-Select Contacts
In the pop-up window:- Search for contacts using the search bar.
- Filter by contact type (e.g., Lead, Customer, Vendor, Subcontractor, Owner, Builder).
- Select multiple contacts by checking the boxes next to their names.
Click OK to add the selected contacts to the project.
Pro Tip: You can view all contacts from the same company by searching their email domain, eliminating the need to look them up individually.---
Step 2b: Create a New Contact
If the contact you need is not listed, click the "New Contact" button in the pop-up window.- Fill out the required fields, such as First Name, Last Name, Email, Phone, Company, and Type.
- Click Save to create the new contact and add it to the project.
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Note:
If you need further assistance, contact MeasureSquare Customer Support at +1-626-683-9188 or email support@measuresquare.com.Related Articles
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