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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 An Archive Pipeline is used for managing and organizing projects or deals that are no longer active.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 integrate your Gmail or Outlook email accounts on your Profile Settings to track your emails in MeasureSquare CRM. This setting allows you to ...
How to connect Microsoft Outlook to MeasureSquare CRM
In this article, we will show you how to connect your Microsoft Outlook account to MeasureSquare CRM. You can connect or integrate your Outlook email account, contacts, and calendar to your Profile in MeasureSquare CRM Additionally, you may reach out ...
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: ...
Customizing Your UI in MeasureSquare CRM
In this Video we will show you how to edit the title of each section from the left-hand side bar in Measuresquare CRM
Creating and Storing 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
Creating and Storing Tax Codes in MeasureSquare CRM
In this video we will cover editing default tax codes with Measuresquare CRM
How to Set Up Integrations in MeasureSquare CRM
In this video we will go over the setup for connecting to accounting platforms like Quickbooks online and Xero from within Measuresquare CRM
How to Customize Pipelines & Stages in MeasureSquare CRM
In this article, we will cover what the pipeline page is and how to make your own custom pipeline fit for you and your team. Additionally, we will show how to create a sales pipeline to indicate projects that are 'Won' and 'Lost'. This applies to ...
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 track Organization addresses in MeasureSquare CRM
In this video we will show you how to define warehouse or other locations for your default shipping or billing address in Measuresquare CRM
How to Set Up and Edit your Organization Profile in MeasureSquare CRM
In this video we will go over how to fill in company data such as Logos, headquarters address, etc. in Measuresquare CRM
How to Customize Roles and Permissions
In this video we will cover how to create and edit permissions for different roles within Measuresquare CRM
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