In this article, we will show you how to mass import your projects into MeasureSquare CRM using an Excel file. You can easily import all your project data to the CRM using an Excel file via the Import Projects tool. Here are the following steps: Step ...
In this article, we will cover how to import contacts into MeasureSquare CRM via CSV, XLS, or XLSX. This article applies to MeasureSquare CRM. 1. From the homepage, navigate to the Contacts tab under Sales 2. From the Contacts tab, click on the ...
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, ...
In this article, we will cover how to rename modules and hide modules 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 custom ...
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 ...