User Manual & Feature Guide

Everything you need to know to get the most out of GrowthLenz CRM.

1Overview

GrowthLenz CRM is a comprehensive Customer Relationship Management tool designed to help your team track leads, manage customer interactions, and analyze sales performance efficiently.

2Key Features

Lead Management

Centralized database, pipeline stage tracking, and seamless assignment to team members.

Advanced Filtering

Quickly find leads by Stage, Temperature, and Date Range using powerful new filters.

Activity Tracking

Log calls, meetings, and emails. View interaction history timelines and set next steps.

Analytics & Reports

Real-time dashboards, revenue forecasting, and performance metrics visualization.

3How To Use

Managing Leads

Navigate to the Leads page from the sidebar.
Click + New Lead to add a prospect.
Use the Filters button to narrow down lists by Stage (e.g., "Qualified") or Temperature ("Hot").
Click the three dots (⋮) on a card to Edit, Delete, or Assign the lead.

Logging Activities

Go to the Activities page or click "Activity" on a lead card.
Select activity type: Call, Meeting, Email, or Proposal.
Enter notes and set a Follow-up Date for reminders.

Viewing Reports

Check the Reports page for visual insights.
Review "Leads by Stage" to spot bottlenecks.
Use the Refresh button to get the latest live data.

4User Roles

AdminFull control over users, data, and system settings. Can assign leads to anyone.

SalesFocused access. View assigned leads, log activities, and track personal performance.