Add Members from Group Discussion

Launch GroupTrack CRM from the Discussion Thread

  1. Log Into Facebook™
  2. Click into the Facebook™ Group you'd like GroupTrack to run in
  3. Launch GroupTrack by clicking the “hero” icon in the upper right corner of your browser
  4. Once you have launched GroupTrack CRM in the Discussion Feed/Thread (directions above), you can add people to GroupTrack! 
  5. Hover next to the name of the person you want to add
  6. Click the Hero Icon next to their name
  7. #BAM! They're now added to GroupTrack under this registered group!

REMEMBER

From the discussion feed/thread, you can do all sorts of things such as:

  • Access the member's profile
  • Update their stage
  • Add notes
  • Bookmark posts

Link to instructions: https://www.loom.com/share/e55806aa2d9849f58082dd40b028cdc3

https://www.loom.com/share/57909ba06acc4c58bb830ce8c97c4e19

Link to free training: https://www.grouptrackcrm.com/learn/post/14

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