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Getting Started with Sprig
Getting Started with Sprig
Get to know Sprig CRM.
10 articles in this collection
Written by
Catherine Wernquest
and
Jenn Kao
Frequently Asked Questions
Here are some commonly asked questions about Sprig CRM.
Written by
Jenn Kao
Updated over a week ago
Adding Contacts
How to export a .csv file
Retrieving a .csv file of your contacts from Excel, Google Sheets, Quickbooks, Outlook, and more.
Written by
Jenn Kao
Updated over a week ago
How do I add contacts to my workspace?
Adding contacts is easy in Sprig. You can add one contact at a time, or many! We'll walk you through both.
Written by
Jenn Kao
Updated over a week ago
Managing Contacts
How do I add a coworker to Sprig?
Written by
Catherine Wernquest
Updated over a week ago
How do I create a task?
All about tasks and how to manage them.
Written by
Jenn Kao
Updated over a week ago
How do I create a pipeline stage?
Create and use pipeline stages to manage your contacts.
Written by
Jenn Kao
Updated over a week ago
How do I add and edit custom fields to my contacts?
Store all the important information you need with these customizable fields.
Written by
Jenn Kao
Updated over a week ago
Quoting
Quoting FAQs
Everything you need to know about sending trackable quotes in Sprig.
Written by
Jenn Kao
Updated over a week ago
Customize your quote in 2 steps
Apply custom branding to your quotes in two easy steps.
Written by
Jenn Kao
Updated over a week ago
What is a HEX color?
What a hex color is and how to determine your hex colors.
Written by
Jenn Kao
Updated over a week ago