How to move multiple projects at once in MeasureSquare CRM
How to move multiple projects at once in MeasureSquare CRM
In this article, we will show you how to move projects from one pipeline to a different pipeline in MeasureSquare CRM.
You may move multiple projects and move them to a different pipeline using two different methods:
Method 1:
You can tick on the checkbox next to each project you wish to select [1], or you can tick the check box next to the pipeline to select all the projects in it. Afterwards click on the 3 dots beside the pipeline and select 'Change Pipeline' [2].
You may move multiple projects and move them to a different pipeline using two different methods:
Method 1:
You can tick on the checkbox next to each project you wish to select [1], or you can tick the check box next to the pipeline to select all the projects in it. Afterwards click on the 3 dots beside the pipeline and select 'Change Pipeline' [2].
Method 2:
Go to the List View of your Projects [1]. Then select the projects you wish to move [2] and select 'Edit Projects' [3]. From there, you can choose which pipeline you wish to move these projects to.
Go to the List View of your Projects [1]. Then select the projects you wish to move [2] and select 'Edit Projects' [3]. From there, you can choose which pipeline you wish to move these projects to.
For any questions, you may reach out to our Support team via support@measuresquare.com or our CRM experts:
Brian Dang - brian.dang@measuresquare.com
James Impallaria - james.impallaria@measuresquare.com
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