GrowthPulse User Guide
  • Welcome to the GrowthPulse User Guide
  • Getting Started with the GrowthPulse CRM in Telegram
    • Simplified Enterprise Onboarding Process
    • Training and Support
    • Security Features
    • Troubleshooting and Support
  • Using the GrowthPulse Telegram-Integrated CRM Bot
    • Manage My Accounts
      • Selecting A Company For View
        • Understanding Status Assignments
        • Edit Company Information
        • Manage Contacts
        • Manage Projects
        • Manage Meetings
        • Manage Legal Docs
        • Manage Groups: Integrating AI with Telegram's Group Chat Functions
          • Create A New Group
          • Connect GrowthPulse to An Existing Group
          • Getting the Full Benefit of the Pulsecheck AI System
        • Manage PULSECHECKS
        • Manage Notes
    • Add a New Account
    • Search for an Account
    • View Other Users Accounts
      • Claim Unassigned Accounts
    • Prospecting Dashboard
    • Data Export Wizard
    • Managing Admin Functions
      • Remove Users
      • Edit Accounts
      • Import and Export Information
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  1. Using the GrowthPulse Telegram-Integrated CRM Bot

Manage My Accounts

The Manage My Accounts feature allows you to effectively organize and oversee all your business relationships within GrowthPulse.

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Last updated 6 months ago

Navigating the Manage My Accounts Menu

From the main menu, select Manage My Accounts to view the list of companies you’re responsible for and obtain the ability to select an account to manage at a deeper level.

When you enter the Manage My Accounts section, you'll see:

  • A high-level overview of your prospects and clients, including:

    • Total number of companies

    • Breakdown of Cold Prospects, Warm Prospects, and Existing Clients (with percentages)

  • A list of your companies (paginated if there are more than 10)

  • Filter buttons to view companies by status (All, Cold Prospects, Warm Prospects, Clients)

  • Navigation buttons to move between pages of companies

When you enter the Manage My Accounts ection, you'll see a set of filter buttons at the top of your keyboard buttons. These buttons allow you to quickly view companies based on their current status.

Filter Buttons

The filter buttons include:

  • 🔄 View All

  • 🟦 View Cold

  • 🟧 View Warm

  • 🟩 View Clients

How Filtering Works

  1. View All: Accessible after a filter has been selected, this button removes any active filter and shows all your companies, regardless of their status.

  2. View Cold: This filters the list to show only Cold Prospects.

  3. View Warm: This filters the list to show only Warm Prospects.

  4. View Clients: This filters the list to show only Existing Clients.

  5. View Unknown: This filters the list to show only Accounts that have bit yet been classified.

When you click on a filter button, the system updates the displayed list of companies immediately. If you click on the same filter that's currently active, it will deactivate the filter and show all companies again. The "View All" button appears when one of the filters is activated.