Start Here | Self Guided Onboarding

Getting Started with Self-Guided Onboarding

Begin your journey with GroupTrack CRM and discover the features that will supercharge your social media client acquisition and retention efforts.

Table of Contents

1. Introduction
2. Welcome to GroupTrack
   • Overview of GroupTrack
   • What to Expect
3. Link to Self-Guided Onboarding

Introduction

Purpose

This article will guide you through the self-guided onboarding process for GroupTrack CRM. By following these steps, you’ll quickly get up and running with the platform, and start utilizing its powerful features to track, organize, and convert leads from Facebook and Instagram.

Overview of GroupTrack

Discover the Power of GroupTrack! In this brief yet informative video, we'll walk you through the key features that will supercharge your social media client acquisition and retention efforts. Let's dive in and explore the amazing features that await you.

What to Expect

To help you get started quickly, we've created a simple training using our Pre-Built BASIC Pipeline. This pipeline will allow you to:

• Install the Chrome extension
• Set up the web app
• Add new leads
• Move leads through the stages of your pipeline
• Add tags to track important details
• Send messages using message templates
• And more!

Once you're familiar with the BASIC Pipeline, we’ll guide you on how to create your own custom pipeline or continue using ours.

Click Here to access the Self-Guided Onboarding

Once you do that, you will be asked to create a free account on our training portal

When you create that free account, you will enter the training portal. If you scroll all the way down, you will see the free onboarding and free setup courses listed there.