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Grid Overview
Grid Overview

Learn what Grid is, why it’s helpful, and how to use it

Lindsey Bardarik avatar
Written by Lindsey Bardarik
Updated over a week ago

What's Grid?

Grid is a workspace that shows you key info across all of your contacts, tasks, accounts and opportunities and lets you make real-time updates to your CRM quickly in one easy-to-use table. Integrated with all the top CRM platforms, Grid is fully configurable to show you only what you need to know when you need it, all molded to the way you like to work.

Within the Troops platform, you can access Grid on the toolbar on the left side.

Why is it helpful?

Grid makes it a breeze to manage and update your pipeline, keeping you out of your CRM and saving you time and energy. The spreadsheet-like view also makes it easy to get an overview of all of your opportunities, tasks and next steps at a quick glance to help you plan your day.

How can I use it?

Grid is directly integrated with your CRM platform, meaning any information you’re looking at or you update in Grid is automatically reflected in your CRM. You simply click the cells that you wish to update, and based on the field you click, you’ll be able to add notes, choose from a list, and more– whatever you could do in your CRM, you can do in Grid, without shuffling through multiple pages or tabs.

Where can I access it?

Within the Troops platform, you can access Grid on the toolbar on the left side.

If someone in your organization, such as a systems administrator, has created a Grid template that you’d like to use, simply obtain the URL to that Grid and you’re able to view and explore it! Just make sure to make a copy for yourself to save and edit it in your own Grid workspace.

What are some Grid use cases for Sales teams?

With endless customizability and many integrated platforms to choose from, Grid can be molded to fit to your needs. Here are some of the most common use cases for Sales professionals:

  • Pipeline Maintenance:

    • Opportunities scheduled to close this quarter

    • Overdue Close Dates

  • Lead and Prospecting Management:

    • Upcoming/Recent SDR Meetings

    • Overdue SQLs

  • Task Management:

    • Open Tasks

    • Opportunities with next steps due today

  • Customer Retention:

    • Opportunities with Renewals in next 90 days

To learn how to build some of these Grids, see Grid Use Cases and Best Practices.

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