How to Track Projects using Pipelines and Stages in MeasureSquare CRM

How to Track Projects using Pipelines and Stages in MeasureSquare CRM

In this video we will show you some best practices on how to set up and maneuver your projects through our pipelines and stages in Measuresquare CRM


    • Related Articles

    • How to Customize Pipelines & Stages in MeasureSquare CRM

      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 ...
    • How to move all projects from one stage to a different stage in MeasureSquare CRM

      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 ...
    • How to Customize Pipelines in MeasureSquare CRM

      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, ...
    • How to set up an Archive Pipeline in MeasureSquare CRM

      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 An Archive Pipeline is used for managing and organizing projects or deals that are no longer active.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 ...
    • How to Sign in and Create an Account in MeasureSquare CRM

      In this article, we will cover how to navigate to and sign in to MeasureSquare CRM This article applies to MeasureSquare CRM. 1. To get started, navigate to our website at crm11.measuresquare.com 2. For existing MeasureSquare users, use your ...