How to set up a connection between M2Cloud Diagrams and CRM
In this article, we will cover how to set up a connection between diagrams in the M2Cloud and in MeasureSquare CRM.
This article applies to MeasureSquare CRM.
You can import your diagrams from MeasureSquare Cloud to MeasureSquare CRM. This process helps streamline your workflow, ensuring that all project-related information is centralized and easily accessible within the CRM system.
To import diagrams from the Cloud, please follow the steps below:
Step 1: Select the Diagrams module
Step 2: Click on Import from M2 Cloud
Once this is set up, this step does not need to be repeated again. Any new diagrams synced to your Cloud will be imported to the CRM.
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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