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CRM User Notification Receiver Guide
In this article, we'll discuss about which users get notified whenever something is created within the CRM. This applies to MeasureSquare CRM User Notification: User notification will be toggled on/off through Clicking the Name (Right Corner of ...
How to Add/Edit Email Signature in the MeasureSquare CRM?
This artcile will guide you through how to add or edit your email signature in MeasureSquare CRM. This article applies to MeasureSquare CRM Click on your Profile icon located in the top-right corner of the screen, then select Profile from the ...
Invitation to Bid (ITB): Automated Project Creation in CRM
In this article, we will show how to automatically turn ITB emails into projects in MeasureSquare CRM. An ITB (Invitation to Bid) is a formal request inviting contractors or subcontractors to submit pricing for a specific project or scope of work. ...
How to manage Notifications in MeasureSquare CRM
This article will show you how to manage your Notification emails in MeasureSquare CRM Step 1: Hover your mouse cursor on your Account name to display the dropdown menu Step 2: Click Profile Step 3: Select Notification Step 4: Toggle the alerts for ...
How to connect Gmail or Outlook Email to MeasureSquare CRM
In this article, we will show you how to connect your Gmail or Outlook email to MeasureSquare CRM. You can connect or integrate your Gmail and Outlook email account, contacts, and calendar to your Profile in MeasureSquare CRM. This setting allows you ...