How to create a project in MeasureSquare CRM

How to create a project in MeasureSquare CRM

In this article, we will cover on how to create a project in MeasureSquare CRM

This article applies to the MeasureSquare CRM

Click on New Project to create a new project in the MeasureSquare CRM



After you click New Project, it prompts you to the Project Information page to input the Name, Job #, Pipeline, and Stage of your project along with additional details. After you input your information, click Save.
Info
You can always go back and input the information for your project. In order to proceed forward, you need to input at least the Name, Job #, Pipeline, and Stage of your project.





After you input the name of your project along with additional details, it'll take you to your Project View page.



To go back and add more information for your project, click on the Edit button on the top right of your project view and it'll take you back to the Project Information page.




Additionally, you may reach out to our Support team at +1-626-683-9188 or anytime at support@measuresquare.com

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