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