CRM Training - Administration

Introduction to the Grow CRM Training Course

Welcome to the Grow CRM Training Program!

This course has been designed to support everyone in the office—regardless of role, background, or technical confidence—in learning how to use Grow CRM effectively. Whether you're brand new to Customer Relationship Management systems or already have experience with similar tools, this training will give you the knowledge and confidence to use Grow CRM in your day‑to‑day work.

What to Expect

Throughout this course, you’ll find a series of short, easy-to-follow videos that walk you through the essential features of Grow CRM. Each video focuses on a single topic, so you can learn at your own pace and revisit sections whenever you need a refresher.

By the end of the training, you will:

• Understand the purpose and benefits of using a CRM
• Know how to navigate the Grow CRM interface
• Learn how to manage contacts, leads, and customer information
• Be able to track activities, tasks, and follow-ups
• Feel confident using Grow CRM to support your daily responsibilities

How to Use This Course

• Watch the videos in order, or jump to the topics most relevant to you
• Pause, rewind, or rewatch as often as needed
• Practice in the system as you learn—hands-on experience is the best way to build confidence
• If you need help at any point, reach out to your trainer or refer back to the video library

Fundamentals 

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