This article will guide you through how to set up and manage Company Locations on MeasureSquare CRM.
This article applies to MeasureSquare CRM
Step 1: Click the⚙️icon located in the top-right corner of the screen to access Settings.
Step 2: Then, select Locations from the left-hand menu. This will display the list of existing locations
Step 3: Click the New Location button in the top-right corner to create a new location. A form will appear on the right-hand side of the screen.
Fill out the Create Location form with the required details, including Name, Contact Name, Phone, Address, City, State, Country, and ZIP Code. Once completed, click the Save button at the bottom of the form to add the location.
To manage an existing location, click the three-dot menu next to the location name. You can choose to Edit, Set as Default, or Delete the location.
For any further questions, please reach out to our Support team Monday - Friday from 7:30am-4:30pm PST: (626) 683-9188 ext. 3
All Hours:
support@measuresquare.com Related Articles
How to Manage Your Company Settings in MeasureSquare CRM
In this article, we will cover how to set up organization details and manage team structure 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. ...
How to Set Up and Edit your Organization Profile in MeasureSquare CRM
In this Article and Video we will go over how to fill in company data such as Logos, headquarters address, etc. in MeasureSquare CRM Step 1: In the top-right corner of your MeasureSquare CRM dashboard, click on the Settings Tab [1]. From the ...
CRM User Manual: Getting Started
Getting Started Getting started with MeasureSquare CRM takes a bit of legwork, but the effort you dedicate towards getting your system set up will pay dividends on every single project that you run through the system. To get things started, you’ll ...
CRM User Manual: Opportunity Management, Lesson 2: Qualification
Once a new opportunity enters your system—whether through a Contact, Company, or directly as a Project—the next step is determining when and whether to pursue the estimate. This decision-making process is what we refer to as Lead Qualification. By ...
How do I draw an arced wall by using the Resize tool in MeasureSquare Mobile for iPad?
In this article, we will show you how to draw a curved/arced wall by using the resize tool. For MeasureSquare Mobile for iPad Build 2.9.6 and newer. Step 1: Tap on the room > Info icon Step 2: Room Edit > Set Arc Step 3: Drag the GREEN arrow out to ...