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