Getting Started with Sprig

Get to know Sprig CRM.

9 articles in this collection
Written by 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 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