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Onboarding · Manager Guide
TOP GUY
Manager Start Guide: CRM Management
The essential steps and workflows for managing your team and client resources in GrowthExpert AI — conversations, staff calendars, form submissions, lead pipelines, and manual assignments.
40steps
9sections
~4 minread
Getting Started
How to Log In to the GEAI Platform
a. From your Computer: Log in at app.growthexpertai.com
b. From your Mobile Device: Download the app Lead Connector from the App Store or Google Play, then log in with the same credentials.
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Tip
Please make sure to allow all app popup permissions when logging in for the first time. This ensures you receive every notification and message for new leads without any issues.
How To
Manage Your Contact's Conversations
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In the Conversations tab:
- 1) Click on Conversations
- 2) You'll see the conversations tab
- 3) You'll see the conversations from incoming leads — identify them by the icon on the left side of the contact's name (Instagram in this case)
- 4) The conversation you select appears in the main window — type your response and click Send
- 5) On the right-hand panel, click the "+" icon to add details like phone number or email address
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In this section, you can:
6) Organize your messages: Unread · Recent · Favorites · All
7) Use the filter button to select the view you want — click "Apply" or "Clear Filter" to remove all filters.
8) Icons available: archive a conversation, mark as favorite, mark as unread, and delete a conversation (trash icon).
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Video walkthrough
Please check the video about How to Manage your Contacts in GEAI App.
How To
Manage Your Staff Calendars
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Calendar configuration
The User Availability, Personal Calendar, and External Calendar Connection steps must be completed by the Staff user themselves. Please refer to the 'Onboarding Staff User Calendar Guide' for more information.
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As a manager, you have full visibility and control of your staff's schedules and appointments. You can view schedules, edit bookings, and reassign leads or appointments to the right team member.
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Calendar View
Manage and track appointments across your team. Filter by staff member, view shared calendars (like Round Robin), and quickly edit any appointment details — all in one organized schedule view.
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a) Go to Calendars → Calendar View
b) Under Users (right panel), select the team members you want to display — this shows only their assigned appointments.
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c) To view all appointments for the Team calendars, select the specific calendar your Team is assigned under the Calendars filter.
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d) Click any appointment and select Edit to update the appointment details.
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e) If a client should meet with a different team member, you can easily update who the appointment belongs to. To reassign the staff member:
- Click Edit and Team Member, then choose the correct user
- You can also reschedule by adjusting the date and time
How To
Manage Form Submissions
Form Submissions are records of data collected when a client or prospect fills out and submits a web form (such as a contact request, lead magnet download, or general inquiry) on your website or landing pages.
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Click "Sites".
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Click on the "Forms" dropdown icon.
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Click "Submissions" — in these options, we will only use Submissions. Here you'll see all the new submissions that come in from the form.
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Click this field. After clicking submissions, you have the option to choose which form the submissions belong to.
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Once the form has been selected, submissions can be filtered by date — the "Start Date" field.
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When you've selected the date, click "Confirm".
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Click the selected form, then see the submissions — there you'll find all the information completed according to the form.
Navigating
Your Opportunity Pipelines
Use the pipelines to maintain full visibility of all leads and their progress in the wholesale application process. Review stages regularly to identify bottlenecks, ensure timely follow-ups, and support your team where deals need momentum.
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Click 'Human Staff Requests' in the Pipeline dropdown if you received a notification for an escalation assigned to your sales team.
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Click on the box of your sales team lead to see more information.
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Click on the Lead's name to open the conversation and check the human staff request reasons.
Original Scribe screenshot — not yet replaced with a high-res capture
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Scroll through the contact conversations and check for the user request message (example: "Connect me with my sales rep, please").
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Click 'Top Guy Shoes Pipeline' in the Pipeline dropdown to check the stage of your wholesale lead application.
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Scroll through the Pipeline and check the status of your wholesale lead stages.
Original Scribe animation (stack_animation.webp) — not yet replaced with a high-res capture
Pipeline Stage
Docs Missing
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Click the 'Docs Missing' stage to check the status of pending wholesale documents.
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Select 'Documentation' to track the status of required documents, including the Business License/Seller's Permit, Valid ID, and License Type Status (whether they were provided or missed).
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Click on the Documentation fields to check or manually update the documents' status.
Pipeline Stage
Approved
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To check the approved status of a wholesale application, go to the 'Approved' stage.
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Ensure the lead has a Sales Staff member assigned as the Owner and that you are assigned as a Follower (for managers).
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Select 'Documentation' to track the status of required documents, including the Business License/Seller's Permit, Valid ID, and License Type Status (whether they were provided or missed).
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To double-check the documents provided by leads, click on the client's name.
How To
Verify Client Documents
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Inside the Contacts tab, look for the Documents section on the top right banner.
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There, you can find the provided documents and select to download or preview them.
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💡
Tip — automatic vs. manual assignment
When the AI approves a lead, the system automatically assigns a sales staff member and sends them SMS and email notifications.
When a client/customer is assigned manually, there are no notifications unless they first add the tag "manual assigned user." This tag triggers the notification and prevents double notifications.
How To
Manually Assign a Sales Staff to a Lead
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Next to the name, you'll see a person icon that says "Unassigned." Click on it.
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Scroll down to "Owner." Assign the Sales Staff member here, then assign yourself as a manager to follow the notifications in the "Followers" section. Click "Update."
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Manual:
- To approve a lead manually without auto-assigning a Sale Staff, you must use the tag "approved manually."
- If you move the opportunity directly into the Approved column without the tag, the system will auto-assign a Sale staff based on the client's language.
Notifications: Once the correct tag is added, both staff and manager will receive the customer's info by email.
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You will find the "tags" option; when you click it, use the search box.
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All future manual assignments to new staff will send a notification.
