How to close or delete an active project in MeasureSquare CRM?

How to close or delete an active project in MeasureSquare CRM?

In this article, we'll show you how to close or delete an active project in MeasureSquare CRM

Steps to close or delete an active project:

Step 1: Open an active project

Step 2: Click the three dots at the right top corner

Step 3:  You can either close a project or delete a project here.


Notes
Note: Once you close a project, it can be reopened any time by following the same process.

Warning
Warning: Once you delete a project, it cannot be restored, so be careful when you want to delete any project.
    • Related Articles

    • How to Delete a Project, Bid, Quote, Invoice, Purchase Order, or Work Order in MeasureSquare CRM

      This article explains how to delete a Project, Bid, Quote, Invoice, Purchase Order, or Work Order in MeasureSquare CRM. The delete option is available from the three-dot (⋮) menu within each record. ⚠️ Note: Deleting a record is permanent and cannot ...
    • MeasureSquare CRM Implementation Checklist

      A start-to-finish guide for your implementation manager Document File for the Implementation Checklist: CRM Implementation Checklist PHASE 0: Pre-Implementation Planning Complete before any configuration begins. Estimated time: 1–2 weeks. Strategic ...
    • How to manage everything in your MeasureSquare CRM project?

      In this article, we will cover on how to manage everything inside of your Project View. This article applies to MeasureSquare CRM. Navigate to your desired project in order to have access to your Project View page. Steps to Manage Your MeasureSquare ...
    • How to Set Up Pipelines and Stages in MeasureSquare CRM

      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 ...
    • How to use the project email address in MeasureSquare CRM

      In this article, we will show you how to use the project email address to track project-related emails in MeasureSquare CRM. You can link any email threads to your specific project by using the Project email address. You will just need to BCC this ...