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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On this page
  1. Using the GrowthPulse Telegram-Integrated CRM Bot
  2. View Other Users Accounts

Claim Unassigned Accounts

Sometimes, organizations have accounts that are not currently covered. With this feature enabled, users can take an unassigned account and add it to their own coverage list!

Claiming an Unassigned Account

This will allow you to expand your client coverage. Once you claim an unassigned company, that company can be managed by you the same way as you would any other existing company.

Claiming an Unassigned Company

  • Under the Other Users Accounts sections, you will see a list of Unassigned Accounts.

  • Click on that like you would any other user. Then you will see a list of accounts available for "claiming".

  • Click "Claim [Account Name]" next to any of those unassigned company.

  • The system will:

    • Associate the account with your user account

    • Move all related data (contacts, projects, meetings, etc.) to your account, including links to related, live groups. If connected groups are linked, simply click on the join link in the list and you will take ownership.

    • Provide confirmation of successful claim

  • After claiming, the company appears in your "Manage Companies" list

Navigation

  • Options to return to the main "View Other Users" list or go back to the main menu

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Last updated 6 months ago