Getting Started FAQs

Common questions to help you get started with Plover CRM quickly and easily.

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How do I add a contact? #

Adding a contact is simple:

1. Go to Contacts in your dashboard
2. Click the Add New Contact button
3. Fill in the contact’s name and email (required)
4. Add any additional information like phone number or company
5. Click Save Contact

Your new contact will appear in your contacts list immediately.

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How do I search for contacts? #

You can search for contacts in several ways:

• Use the search bar at the top of the Contacts page
• Type a name, email, or company name
• Use filters to narrow down by tags, lists, or status
• Click on Advanced Search for more detailed filtering options

The search updates in real-time as you type.

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How do I organize contacts? #

Plover CRM offers multiple ways to organize your contacts:

• Tags: Add tags like “VIP”, “Lead”, or “Customer” to categorize contacts
• Lists: Create lists for different groups (e.g., “Newsletter Subscribers”)
• Custom Fields: Add custom information specific to your business
• Stages: Track where contacts are in your sales pipeline

You can apply multiple tags and add contacts to multiple lists.

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How do I use the mobile app? #

The Plover CRM mobile app lets you manage contacts on the go:

1. Download the app from the App Store or Google Play
2. Log in with your Plover CRM credentials
3. Access all your contacts, notes, and activities
4. Add new contacts or update existing ones
5. Sync automatically when you’re back online

The app works offline, so you can work anywhere.

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What’s the difference between tags and lists? #

• Tags: Quick labels you can add to contacts (like “Hot Lead” or “VIP”)
• Lists: Organized groups of contacts (like “Email Newsletter” or “Event Attendees”)

Use tags for flexible categorization and lists for specific groupings or campaigns.

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How do I import my existing contacts? #

Importing contacts is easy:

1. Go to Contacts > Import
2. Choose your file format (CSV, Excel, or vCard)
3. Upload your file
4. Map your columns to Plover CRM fields
5. Click Import

The system will show you a preview before importing, so you can verify everything looks correct.

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Can I customize the dashboard? #

Yes! You can personalize your dashboard:

• Drag and drop widgets to rearrange them
• Hide widgets you don’t need
• Add new widgets from the Add Widget menu
• Set your preferred view (list, grid, or cards)

Your dashboard settings are saved automatically.

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How do I add notes to a contact? #

Adding notes helps you track important information:

1. Open the contact’s profile
2. Scroll to the Notes section
3. Click Add Note
4. Type your note
5. Click Save

You can also add notes from the mobile app. All notes are timestamped and show who added them.

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What are activities and how do I use them? #

Activities help you track interactions with contacts:

• Calls: Log phone conversations
• Emails: Track email communications
• Meetings: Record meeting notes
• Tasks: Set reminders for follow-ups

To add an activity, open a contact and click Add Activity in their profile.

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How do I get help if I’m stuck? #

We’re here to help:

• Check the User Guide for detailed instructions
• Visit the Troubleshooting section for common issues
• Contact Support through the help menu
• Join our Community Forum to connect with other users

You can also use the in-app help button (?) for quick tips.