How to setup your inclusions/exclusions libraries

How to setup your inclusions/exclusions libraries

In this article you will find instructions on How to setup your inclusions/exclusions libraries

This article applies to MeasureSquare CRM version 1.37 and newer

Step 1: Open your Bid. You may navigate there from inside the project or from your bids list



Step 2: Tab over to the customer and document info then scroll down to see your inclusions and exclusions
Step 3: You may add to the list on the project, or use the browse library to make your new inclusion available for future bids




Step 4: Create a new inclusion with a label and description, then you may make a selection and add them to the current bid in one shot






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