Add and Manage Leads

Learn how to create, review, update, contact, merge, and remove leads in the PloverCRM mobile app.

Articles #

1. Add a New Lead
2. Enter and Validate Lead Information
3. View Lead Details
4. Edit Lead Information
5. Update the Lead Stage or Status
6. Use Lead Communication Actions
7. Share a Lead and Add It to Your Phone Book
8. Understand Additional Lead Information
9. Review the Activity and Timeline Tab
10. Add Activities and Notes
11. Manage Lead Reminders
12. Find and Merge Duplicate Leads
13. Delete a Lead