Setup: Best Practices for Getting Started with GroupTrack CRM

Welcome to GroupTrack CRM!

Before you dive into all the magic with our amazing tool, there's a few things you should do now to get you off on the right foot:

  1. First and foremost, GroupTrack uses a Google Chrome extension, so you'll need to make sure you get that installed using the instructions here: Install the Extension
  2. Be sure to login to your newly installed Extension! GroupTrack CRM is a two-part system consisting of your webapp and the extension. If you log into the webapp but not the extension, you will be able to view and work your existing contacts but not add new ones from your social platform sites. Follow the steps here to login to the extension.
  3. Because of the nature of extensions, sometimes having multiple extensions can cause conflicts or interfere with each other if they are both trying to take control of a page. Usually the ones we see that cause the most trouble are ad blockers or antivirus extensions. These tools, as well as other extensions that try to manage social platform pages (such as competitor software), can "fight" with GroupTrack over who gets to control the page and can stop GroupTrack from being able to operate on the page. For best functionality of your new GroupTrack CRM tool, please disable or uninstall these additional extensions while using ours.
  4. Next, you'll want to make sure that your GroupTrack extension is turned on and has permissions to your social platforms. Follow the steps here to enable the extension and set the permissions.

Congratulations on getting started with GroupTrack CRM and happy prospecting! See you at onboarding!

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