GrowPath AI Documentation

Introduction

GrowPath AI is a modern CRM platform designed to help businesses manage their sales pipeline, track prospects, and grow revenue. This documentation will guide you through all features and functionalities.

Quick Start

1. Create Your Account

Sign up for a free 14-day trial at growpath.com/register. No credit card required.

2. Set Up Your Profile

• Complete your company information
• Upload your logo
• Configure your timezone and preferences

3. Add Your First Prospect

Navigate to Prospects → Create New to add your first prospect. Fill in the required fields and click Save.

4. Invite Team Members

Go to Team → Invite to add your team members and assign appropriate roles.

Prospect Management

Creating Prospects

Prospects are potential customers in your sales pipeline. To create a prospect:

1. Click "Prospects" in the navigation menu
2. Click "Create New Prospect" button
3. Fill in the required information:
   • Name, Email, Phone
   • Company and Position
   • Status (New, Contacted, Qualified, etc.)
   • Priority (Low, Medium, High)
   • Estimated Value
4. Add notes if needed
5. Assign to a team member
6. Click "Save"

Bulk Operations

You can perform actions on multiple prospects at once:

• Select prospects using checkboxes
• Choose action: Delete, Update Status, or Assign
• Confirm the action

Converting to Clients

When a prospect becomes a paying customer, convert them to a client:

1. Open the prospect detail page
2. Click "Convert to Client"
3. Enter contract value and other client details
4. Click "Convert"

Sales Pipeline

The pipeline view provides a visual representation of your sales process. Prospects are organized into columns based on their status.

Pipeline Stages

• New: Recently added prospects
• Qualified: Prospects that meet your criteria
• Proposal: Proposal sent to prospect
• Negotiation: In negotiation phase
• Won: Deal closed successfully
• Lost: Deal did not close

Moving Prospects

Drag and drop prospects between columns to update their status. The system will automatically update the timestamp and log the change.

Reports & Analytics

Access comprehensive analytics to track your sales performance and make data-driven decisions.

Available Reports

• Prospect Metrics: Total prospects, conversion rates, status breakdown
• Revenue Metrics: Pipeline value, average deal size, revenue projections
• Team Performance: Top performers, individual metrics, activity tracking
• Client Health: Contract values, health scores, renewal dates

Team Management

Roles & Permissions

GrowPath AI uses role-based access control:

API Integration

GrowPath AI provides a RESTful API for integrating with your existing tools and workflows.

Authentication

curl -H "Authorization: Bearer YOUR_API_TOKEN" \
     https://api.growpath.com/v1/prospects

Common Endpoints

• GET /v1/prospects - List all prospects
• POST /v1/prospects - Create a prospect
• PUT /v1/prospects/:id - Update a prospect
• DELETE /v1/prospects/:id - Delete a prospect

For complete API documentation, visit our API page.