Access · Your CRM

Your CRM.

The few things you might do yourself. We handle the rest.

Add a team member

Click the gear at the bottom left of your CRM.

Name, email, role User, save. They get an email invite.

A download link arrives by email.

The mobile number and the email address that should receive lead alerts (from Step 3)
Password set from the invite email and a first sign-in at bookedandqualified.thegrowthbully.com
LeadConnector app installed on your phone with notifications allowed
Anyone who works leads added under Settings → My Staff, with their own calendar connected
Your own calendar connected (Step 4) so bookings land with a join link
Optional: told us whether you want the WhatsApp add-on, or that you are launching without it

Ticks are saved in this browser only, so you can come back and see what is left. Skip any line that does not apply to you.

Stuck? Reply STUCK to our email with a screenshot.