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