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 ...
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 ...
This article will guide you through how to customize the order forms toolbar in MeasureSquare CRM. This article applies to the MeasureSquare CRM First, we'll show you how to access your Diagram from your Project: Step 1: Click on Projects Module on ...
How to Use Custom Fields Every business tracks information that is unique to the way it works. A CRM already includes standard fields—such as name, phone number, email address, owner, and date. Custom fields let your organization add the extra ...
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 ...