CRM User Manual: Lead Management, Lesson 1: Opportunity Capture

CRM User Manual: Lead Management, Lesson 1: Opportunity Capture

MeasureSquare CRM helps you track and manage your leads, accounts, and business development opportunities from first contact through project completion. This section covers how to store and maintain your Companies and Contacts, and how this information supports your pipeline and daily operations.

By the end of this lesson, you should know how to:

      1. Import a list of Contacts or Companies
      2. Create a new Contact or Company
      3. Use Notes, Tasks, and Tags to help manage your Contacts
      4. Add Custom Fields to Contacts, Companies, or any module within MeasureSquare CRM

1. Understanding Companies and Contacts

MeasureSquare CRM organizes relationship details into two primary record types:

  • Companies — Any organization you work with that is not a material vendor or subcontractor.

  • Contacts — The individuals who work for those Companies, or individuals such as home owners.

You may begin by importing your existing lists of Companies and Contacts. However, many users choose to start with a clean slate instead of importing outdated or inconsistent data. If needed, you can always import additional records or remove unnecessary ones later.

How to Import Contacts in MeasureSquare CRM

How to Import Companies in MeasureSquare CRM

2. Navigating Contact Records

Once a Contact is saved in the CRM, selecting it will open the Contact Details View, which centralizes all information associated with that individual.

From this screen, you can quickly access:

  • Projects, Quotes, or Bids the Contact is associated with

  • Notes added by your team

  • Tasks assigned or completed

  • Files uploaded for this specific Contact


This view acts as a hub for managing relationship-level information that does not necessarily belong to a specific Project. It is particularly useful for business development, long-term account management, and tracking potential opportunities.

3. Why Proper Contact Management Matters

Maintaining accurate, complete Contact and Company information is critical to long-term CRM success. When your team consistently updates these records, you gain:

  • Better visibility into past interactions

  • Stronger follow-up habits

  • Accurate reports and forecasting

  • A smoother workflow across sales, estimating, and project teams

The Contact Details screen is designed to ensure that anyone on your team can quickly understand the history and context behind a relationship — even if they were not involved in prior communication.

4. Adding Custom Fields

To ensure your team consistently captures all necessary information, administrators can create additional fields using the Custom Fields Module. Located in the Settings menu.

Within this module, you can:

  • Add new data fields to Companies or Contacts

  • Mark specific fields as mandatory, preventing users from creating or saving a record without completing them

Example:
If you require all team members to assign a “Role” to every new Contact, you can create a custom field named Role under the Contact module and mark it as mandatory.

This ensures complete, standardized data entry across your organization.


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


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