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
  2. Manage My Accounts

Selecting A Company For View

From the Manage Your Company Dashboard, you can select a company and it will take you to the company summary page.

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Last updated 6 months ago

Viewing the Company Summary

When you select a company, you will be able to interact with that company's information in many ways. First, you will see a detailed dashboard with the following information:

  • Company name and basic details (website, address, socials, CEO, phone, email)

  • Current status (Cold Prospect, Warm Prospect, or Existing Client)

  • Number of Telegram groups, contacts, summaries, legal documents, notes, and projects

  • Date of the next meeting (if scheduled)

  • More details depending on what you have saved.

From this dashboard, you can access various management features: Key Features within Manage Companies

  • Status: This button allows you to update the status of the account, from Unknown to Cold, Warm, or Client.

  • Edit Info: Update key details such as the company's name, address, CEO, and more.

  • Groups: Create or manage Telegram groups linked to the company that have AI powered tracking and notes storage features. From here, you will be able to add a new group or connect an existing group.

  • Contacts: Add, view, or edit contacts associated with the company. This is also where your new connections/ and user level contacts will be stored from prospecting efforts.

  • Projects: Oversee ongoing projects, update their status, or create new projects.

  • Meetings: Schedule new meetings or review upcoming ones, and store new contacts in the databses appropriately.

  • Pulsechecks: Access AI-powered summaries for the accounts Telegram groups.

  • Manage Notes: COMING SOON

  • Manage Legal Documents: Upload, store and later access documents in a central one-stop location

This is the display once you have selected an account to interact with