How to Customize Pipelines in MeasureSquare CRM

In this article, we will cover how to set up and customize pipelines 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 view pipelines, click on the Pipelines and Stages tab

3. To edit a specific pipeline, click on the 3 dots in the top right corner of the pipeline then click on Edit

4. In this screen you can add or remove stages, change the names and percentages of stages, as well as rename the pipeline

5. Once you are done, click the check mark to save your changes

6. To set up multiple pipelines, click on New Pipeline and complete the necessary customizations.

7. To view different pipelines from the homepage, click on the pipeline dropdown in the top section of the page and make your selection

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