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Getting Started

9

Mobile App

50

Automations

7

Leads & Pipeline

30
  • Lead List & Filters
    • Understand the All Leads Screen
    • Filter Leads by List, Tag, Stage, or Date
    • Select and Rearrange Lead Columns
    • Refresh and Load Leads
    • Export Leads to CSV
    • Select Leads and Use Bulk Actions
    • Change Stage, Assignee, Lists, Tags, or Custom Fields in Bulk
    • Delete Leads in Bulk
    • Use Lead List Header Controls
    • Understand Rows per Page and Pagination
  • Add & Manage Leads
    • Open and Enter a New Lead
    • Add Lists, Tags, and Custom Fields
    • Assign a Lead to a Teammate
    • Set the Lead Stage and Value
    • Save a New Lead and Review Duplicates
  • Lead Details & Communication
    • Open and Navigate Leads in the Detail Drawer
    • Communicate, Share, and Add a Lead to Contacts
    • Review Tracking and IP Information
    • Understand Pipeline Stage and Value
    • View Custom Fields and Lead Metadata
    • Find and Merge Duplicate Leads in the Web Dashboard
    • Edit Lead Contact Details in the Web Dashboard
    • Delete Leads from the Web Dashboard
  • Activities & Reminders
    • Manage Lead Activities
    • Create and Manage Lead Reminders
    • Use Global Reminders and Browser Notifications
  • Deals & Pipeline
    • Understand Deals and Pipeline Stages
    • Enable or Disable the Experimental Deals Page
    • Use the Deals Workspace
    • Manage Pipeline Stages in the Web Dashboard

Integrations & Data

15

Settings & Customization

18

Team & Workspaces

11

Help & Troubleshooting

18
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Add & Manage Leads

  • Open and Enter a New Lead
  • Add Lists, Tags, and Custom Fields
  • Assign a Lead to a Teammate
  • Set the Lead Stage and Value
  • Save a New Lead and Review Duplicates
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Plover CRM helps businesses manage leads, automate workflows, and strengthen customer relationships.

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