Settings
How to manage Task templates
This article will guide you through how to manage Task Templates on MeasureSquare CRM. Task templates help organize and automate workflows by defining specific tasks within processes. This article applies to MeasureSquare CRM Step to Manage Task ...
How to Set Up Company Locations
This article will guide you through how to set up and manage Company Locations on MeasureSquare CRM. This article applies to MeasureSquare CRM Step 1: Click the⚙️icon located in the top-right corner of the screen to access Settings. Step 2: Then, ...
How to setup email templates for each of outgoing emails in MeasureSquare CRM?
This article will guide you through the process of setting up and customizing email templates for outgoing emails in MeasureSquare CRM. --- Steps to Set Up Email Templates Step 1: Access Email Template Settings Click the Settings icon in the ...
How to Create and Edit Order Templates
In this article we will show you where to find the templates for Quotes, Invoices, Purchase Orders, Work Orders or Change Orders, and how to make edits to those and set them as default for your organization. This article applies to MeasureSquare CRM ...
How to manage my Preferences in MeasureSquare CRM
In this article, we will cover how to manage your Preferences in the System Settings This article applies to MeasureSquare CRM Step 1: Click System Settings Step 2: Go to Preferences Project: Manage your project by moving the order of your tabs along ...
How to manage Seats in MeasureSquare CRM
In this article, we will show you how to add or revoke your seats in MeasureSquare CRM and how to resolve the message "You don't have a valid seat to use the M2 CRM". This article applies to MeasureSquare CRM. You can add or revoke seats on your CRM ...
How to assign Pipelines to a Team
In this article, we will cover how to assign a specific Pipelines to a Team and not have a certain Team have access to specific Pipelines. This applies to MeasureSquare CRM. Step 1: Go to Settings Step 2: Click on Users & Teams Step 3: Click on Teams ...
How to Import Projects into MeasureSquare CRM
In this article, we will show you how to mass import your projects into MeasureSquare CRM using an Excel file. You can easily import all your project data to the CRM using an Excel file via the Import Projects tool. Here are the following steps: Step ...
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 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 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 ...
How to add Users and create Teams in MeasureSquare CRM
In this article, we will show you how to add new Users and create Teams in MeasureSquare CRM. This article applies to MeasureSquare CRM. The Users & Teams section shows the different members of your company. You can set their roles, assign them to ...
How to start my subscription in MeasureSquare CRM
In this article, we will show you how to purchase a MeasureSquare CRM subscription. This article applies to MeasureSquare CRM. Log in to MeasureSquare CRM and follow these steps: Step 1: Go to ⚙️Settings Step 2: Click on 'Subscriptions' Step 3: ...
How to Create and Store Terms and Conditions within MeasureSquare CRM
In this video we will show you how to build out a library of different Termand Conditions for use on all your forms from within Measuresquare CRM MeasureSquare CRM allows users to predefine standard terms and conditions for various order forms, ...
Creating and Storing Tax Codes in MeasureSquare CRM
In this article, we will cover how to create and store Tax Codes in MeasureSquare CRM This article applies to MeasureSquare CRM Step 1: Go to ⚙️Settings Step 2: Click on Taxes Edits & Changes: You can edit, set as default, set as default Material ...
How to Create a Sales Pipeline in MeasureSquare CRM
In this article, we will show how to create a sales pipeline to indicate projects that are 'Won' and 'Lost'. This applies to MeasureSquare CRM. Setting a Sales Pipeline to mark 'Won' and 'Lost' A sales pipeline is a visual representation of your ...
How to Add and Edit Custom Fields in MeasureSquare CRM
in this video we will cover how to make changes to the text in the left hand column of Measuresquare CRM
How to Set Up and Edit your Organization Profile in MeasureSquare CRM
In this Article and Video we will go over how to fill in company data such as Logos, headquarters address, etc. in MeasureSquare CRM Step 1: In the top-right corner of your MeasureSquare CRM dashboard, click on the Settings Tab [1]. From the ...
How to Customize Roles and Permissions
In this article, we will show how to manage permissions for different roles within MeasureSquare CRM. This article applies to MeasureSquare CRM. Step 1: Go to ⚙️Settings Step 2: Click on 'Roles & Permissions' Step 3: You can create a new role by ...
MeasureSquare CRM General Settings
In this Video, we will go over some of the more general settings and how to customize default options for MeasureSquare CRM