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Getting Started with Sprig

Getting Started with Sprig

Get to know Sprig CRM.

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9 articles in this collection
Written by Jenn Kao

Frequently Asked Questions

Here are some commonly asked questions about Sprig CRM.
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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.
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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.
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Written by Jenn Kao
Updated over a week ago
Managing Contacts

How do I create a task?

All about tasks and how to manage them.
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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.
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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.
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Written by Jenn Kao
Updated over a week ago
Quoting

Quoting FAQs

Everything you need to know about sending trackable quotes in Sprig.
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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.
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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.
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Written by Jenn Kao
Updated over a week ago
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