How to Set Up and Edit your Organization Profile in MeasureSquare CRM

In this Article and Video we will go over how to fill in company data such as Logos, headquarters address, etc. in MeasureSquare CRM

Step 1: In the top-right corner of your MeasureSquare CRM dashboard, click on the Settings Tab [1]. From the available options, choose Organization Profile [2] to access your company's information settings.

Step 2: Fill in the following details [3]: 

1. Company Logo: Upload your company's logo to personalize documents.
   
2. Company Name: Enter your official business name.
3. Contact Information: Provide phone numbers, email addresses, and other relevant details.
4. Headquarters Address: Enter the main office location.
   

Step 3: Scroll to the bottom of the page, click on Save [4] to confirm the changes.

Once saved, your organization’s details will be automatically populated in various areas of MeasureSquare CRM, including:

• Order Forms: Ensuring company branding is reflected in official documentation.

• Quotes and Bids: Providing a professional and consistent presentation.

• Billing and Shipping Information: The headquarters address can be auto filled to reduce manual data entry, saving time and minimizing errors.
  

CRM Edit Organization video:

For any further questions, please reach out to our Support team 

Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3

All Hours: support@measuresquare.com

• Related Articles

• How to Manage Your Company Settings in MeasureSquare CRM

  In this article, we will cover how to set up organization details and manage team structure 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. ...

• How to Set up and Edit Profile Settings in MeasureSquare CRM

  In this article, we will cover how to set up/edit Profile Settings in MeasureSquare CRM This article applies to MeasureSquare CRM Profile Setting is designed to help you configure general settings and options. Step 1: Click on your [name] on the top ...

• How to Set Up your Trial Account on MeasureSquare CRM and invite users to your organization

  In this article, we will cover how to set up your trial account in MeasureSquare CRM This article applies to MeasureSquare CRM. IMPORTANT: Only one user from your team should click the link to set up a trial of the CRM. Once the account is set up, ...

• 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 Create Customize Fields in MeasureSquare CRM

  In this article, we will cover how to create custom fields for different items 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 add/edit ...