GuildQuality ClassicCRM Instructions

Improveit! 360 Export

Within Improveit! 360, visit the Reports tab and search for GuildQuality Report → define the fields to be included and run the export. Fields should include:

  1. Customer Name
  2. Address
  3. City
  4. State
  5. Zip
  6. Phone Number
  7. Email Address

You may also include fields such as:

  1. Salesperson
  2. Project Manager
  3. Amount
  4. Community
  5. Type of Work

Once you have your export, you can upload it to your account, or email it to data@guildquality.com with your company name and any special instructions you might have.

If you need to add filters to your account to include additional information for tracking and reporting, please click here to learn how to do so.