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
Related Articles
How to Import Contacts in MeasureSquare CRM
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 ...How do I create Diagrams in MeasureSquare CRM?
In this article, we will show you the features of the Diagrams module in MeasureSquare CRM. You can create new and link existing Diagrams to your Projects in MeasureSquare CRM. Additionally, you may reach out to our Support team via ...How to Import Projects into MeasureSquare CRM
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 ...What should I do if it takes too long to import PDF files on MeasureSquare 8?
In this article, we will show you ways to prevent the PDF files importing process from taking too much time. This article applies to Windows MeasureSquare 8. Method 1: Image Resolution By default, the program defaults image size to 10000. To speed up ...What should I do if it takes too long to import PDF files on MeasureSquare 8?
In this article, we will show you ways to prevent the PDF files importing process from taking too much time. This article applies to Windows MeasureSquare 8. Method 1: Image Resolution By default, the program defaults image size to 10000. To speed up ...