Sales
How to set up a connection between M2Cloud Diagrams and CRM
In this article, we will cover how to set up a connection between diagrams in the M2Cloud and in MeasureSquare CRM. This article applies to MeasureSquare CRM. You can import your diagrams from MeasureSquare Cloud to MeasureSquare CRM. This process ...
How do I create Diagrams in MeasureSquare CRM?
In this article, we will show you the features of the Diagrams module in MeasureSquare CRM. You can create new and link existing Diagrams to your Projects in MeasureSquare CRM. Additionally, you may reach out to our Support team via ...
How to use the project email address in MeasureSquare CRM
In this article, we will show you how to use the project email address to track project-related emails in MeasureSquare CRM. You can link any email threads to your specific project by using the Project email address. You will just need to BCC this ...
How to create a Schedule of Values (SOV) in MeasureSquare CRM
In this article, we will show you how to create a Schedule of Values (SOV) in MeasureSquare CRM. A Schedule of Values (SOV) is a detailed document that outlines the elements of work involved in a construction project. It's used as a management tool ...
How to create Price Requests in MeasureSquare CRM
In this video, we will show you the process of creating and sending out Price Requests in MeasureSquare CRM For any further questions, please reach out to our Support team via support@measuresquare.com or our CRM experts: Brian Dang - ...
What is the difference between Quotes and Bids?
In this article, we will show the difference between a Quote and a Bid in MeasureSquare CRM. This article applies to MeasureSquare CRM. Quotes and Bids are often used interchangeably but have some subtle differences. Both quotes and bids are ...
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
How to Create a Quote in MeasureSquare CRM
In this video we will be creating a quote in Measuresquare CRM
How to Create an Invoice in MeasureSquare CRM
In this video we will be creating an invoice in Measuresquare CRM
How to Create and Edit Bids in Measuresquare CRM
in this video we will cover how to create, manage, customize and submit more bids using the CRM Bid Editor