In this article, we will cover what the pipeline page is and how to make your own custom pipeline fit for you and your team. Additionally, we will show how to create a sales pipeline to indicate projects that are 'Won' and 'Lost'. This applies to ...
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 ...
In this article, we will cover how to set up and customize pipelines 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. To view pipelines, ...
In this article, we will show you how to move all projects from one stage to a different stage in MeasureSquare CRM. You can easily move all projects from one stage to another stage in your pipeline by deleting this stage on your settings instead of ...
In this article, we will cover how to create an Archive Pipeline and explain its practical applications. This applies to MeasureSquare CRM. An Archive Pipeline is used for managing and organizing projects or deals that are no longer active. There may ...