In Product Tutorials
How to create and import Installers and Subcontractors in MeasureSquare CRM
In this article, we will cover how to Create/Import Installers and Subcontractors into MeasureSquare CRM via QuickBooks Vendors or Local Files (CSV, XLS, or XLSX). 1. From the homepage, navigate to the Installers/Subcontractors tab under ...
How to create and import Vendors in MeasureSquare CRM
In this article, we will cover how to Create/Import Vendors into MeasureSquare CRM via QuickBooks Vendors or Local Files (CSV, XLS, or XLSX). 1. From the homepage, navigate to the Vendors tab under Purchases To create a new Vendor: 1. From the ...
How to Import Companies in MeasureSquare CRM
In this article, we will cover how to import contacts into MeasureSquare CRM via QuickBooks Customers or Local Files (CSV, XLS, or XLSX). 1. From the homepage, navigate to the Companies tab under Sales To import from QuickBooks Customers: Make sure ...
How to Import Diagrams into a CRM Project
How to Import Diagrams into a CRM Project In this article we will show how to attach Diagrams to a MeasureSquare CRM Project To attach Diagrams to your Project you select the + Add button in the Diagrams section of the right hand column of your ...
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 ...
How to Import Contacts in MeasureSquare CRM
In this article, we will cover how to import contacts into MeasureSquare CRM via CSV/XLS/XLSX, as well as QBO, Google, and Outlook. This article applies to MeasureSquare CRM. Steps to import contacts via CSV, XLS, and XLSX Step 1. From the homepage, ...
How to Manage Your Company Settings in MeasureSquare CRM
In this article, we will cover how to set up organization details and manage team structure 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. ...
How to Set Up Pipelines and Stages in MeasureSquare CRM
In this article, we will guide you through the process of setting up a pipeline and its stages in MeasureSquare CRM. Pipelines help you track the progress of your sales or project management workflows by breaking them into stages. This article ...
How to Create Customize Fields in MeasureSquare CRM
In this article, we will cover how to create custom fields for different items 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 add/edit ...
How to Customize Your Workspace in MeasureSquare CRM
In this article, we will cover how to rename modules and hide modules in MeasureSquare CRM 1. From the homepage, click on your profile in the top right corner then click on Settings. 2. To add/edit custom fields for any items, navigate to Modules. 3. ...