DOCUMENTATION
Find guidance for understanding and using Grow Biz OS.
Understand the Grow Biz OS workspace and the connected business lifecycle.
Overview guideCRM & SalesCRM & SalesGuidance for leads, ownership, follow-ups and pipeline context.
Overview guideClientsClientsGuidance for client records, contacts and connected client context.
Overview guideProjects & TasksProjects & TasksGuidance for project ownership, delivery context, tasks and milestones.
Overview guideTasksTasksGuidance for assigned work, priorities, deadlines and status.
Overview guideTeam / HR LiteTeam / HR LiteGuidance for team ownership, responsibilities and access context.
Overview guideFinance VisibilityFinance VisibilityGuidance for commercial status connected to clients and work.
Overview guideFiles & DocumentsFiles & DocumentsGuidance for documents attached to client, project or task context.
Overview guideReports & AnalyticsReports & AnalyticsGuidance for business visibility and connected operational reporting.
Overview guideAccount / SettingsAccount / SettingsGuidance for account access, workspace entry and settings once verified.
Overview guideUnderstand the Grow Biz OS workspace and the connected business lifecycle.
This documentation area is planned for product onboarding guidance after the live product state is verified. Do not treat this as released product documentation yet.
Guidance for leads, ownership, follow-ups and pipeline context.
CRM documentation will be published after lead, deal and pipeline behavior is verified in the product.
Guidance for client records, contacts and connected client context.
Client documentation will be published after client record behavior is verified in the product.
Guidance for project ownership, delivery context, tasks and milestones.
Projects & Tasks documentation will be published after project workspace and task behavior is verified in the product.
Guidance for assigned work, priorities, deadlines and status.
Task documentation will be published after task behavior is verified in the product.
Guidance for team ownership, responsibilities and access context.
Team / HR Lite documentation will be published after team and role behavior is verified in the product.
Guidance for commercial status connected to clients and work.
Finance Visibility documentation will be published after commercial status behavior is verified in the product. This is not accounting, tax, payroll or bookkeeping documentation.
Guidance for documents attached to client, project or task context.
Files documentation will be published after document handling behavior is verified in the product.
Guidance for business visibility and connected operational reporting.
Reports & Analytics documentation will be published after dashboard and reporting behavior is verified in the product.
Guidance for account access, workspace entry and settings once verified.
Account and access documentation will be published after access flows are verified for public guidance.
