crmgrow Basics & Navigation Guide

Note: The order below shows how the tools on the system's left side are listed.

The "crmgrow Basics & Navigation Guide" will show you how to use specific tools to use the system daily for your business.

"Onboard Quickly and Successfully with crmgrow" is a guide that will help you set up crmgrow in about 30 minutes.

*Note: Click on the arrow icon at the top right of the video to access the written transcript.

• Dashboard Icons

  • Learn how to use the Icons across the top of the Dashboard.

    • This includes the "Blue + sign" icon at the top left and icons across the top right of the dashboard.

• Dashboard Overview

  • Discover how to glean information at a glance on the Dashboard Overview, Reports, and Activity tabs.

• Tasks Overview

  • Learn how to create and review Tasks.

• Pipeline Overview

  • Learn about Pipeline Stages and Deal Cards and how to use them with Contact Records. 

• Contacts

  • Learn about Contacts and Contact Records.

• Materials

  • Learn how to upload Materials (Video, PDFs, Images) and share them.

• Lead Hub

  • Check out the Lead Forms, Smart Codes, and Scheduler.

    • The Agent Filter is where you set up the free Agent Vending Machine contacts.

• Automations

  • Discover how to create Automations and apply them to Contacts.

• Bulk Email

  • Learn how to create one-off Bulk Emails and Newsletters.

• Calendar

  • Learn about the Calendar, meetings, and setting Calendar working hours.

• Templates

  • Discover how to create pre-canned email or text templates and insert them into outbound communication and automation.

• Community

  • Review how a Community operates, Create a community, Join a community, and more.

• Settings

  • Settings are primarily addressed within the "Onboard Quickly and Successfully with crmgrow" guide. Click the tile for that topic below to learn more.

Need Help? Click the tile below to book time with Support.