How to Apply a Default Color to your Installers in MeasureSquare CRM
In this article we will show you the steps involved in Applying a Color for each installer and how to set them as a default in MeasureSquare CRM
This article applies to MeasureSquare CRM v 1.37 and newer
Step 1: Navigate to your list of installers
Step 2: Select your installer to edit
Step 3: Use 1 of 3 different methods to make a unique color selection for that installer and then click ok to apply
Related Articles
Getting Started with MeasureSquare CRM
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 ...
How to create and import Installers and Subcontractors in MeasureSquare CRM
In this article, we will cover how to Create/Import Installers and Subcontractors into MeasureSquare CRM via QuickBooks Vendors or Local Files (CSV, XLS, or XLSX). 1. From the homepage, navigate to the Installers/Subcontractors tab under ...
MeasureSquare CRM Implementation Checklist
A start-to-finish guide for your implementation manager Company Name Implementation Manager Start Date Target Go-Live Date License Tier Total CRM Users Accounting System Takeoff Solution PHASE 0: Pre-Implementation Planning Complete before any ...
CRM User Manual: Takeoff/Bid Management, Lesson 1: Takeoff
MeasureSquare has been a leader in digital takeoff and estimating solutions for over 20 years. When paired with MeasureSquare CRM, your takeoff data becomes significantly more powerful, enabling automation, eliminating double-entry, and streamlining ...
CRM Implementation Methods
The previous article touched on some high-level concepts and strategies that we recommend your team adheres to vigilantly: keeping everyone on the same page is absolutely critical during implementation. In this article, we will relate some of those ...