How To
Step-by-step walkthroughs on how to manage all your customer accounts and relationships
How to Manually Create a Customer
Add a customer manually to Measure by entering their contact details, organization details, and address. This is the fastest way to create a single cu...
How to Assign an Account Owner to a Customer
Customers can be assigned to specific owners, such as the Sales Representative or Account Executive who owns that customer relationship. Assigning an...
How to Create and Assign Tags to a Customer
Measure allows you to create custom tags for customers, which can be used to trigger automated actions and segment your metrics for deeper insights. Y...
How to Assign a Parent
Measure supports hierarchical billing by allowing you to link child customer accounts to a single parent account for centralized invoicing. Tip: Befo...
How to Customize Notifications per Customer
Measure allows you to configure distinct notification, invoice reminder and payment retry settings per customer. You will find similar settings here t...