Core Concepts
Contact Ownership
Last Updated: February 8, 2026Overview Contact ownership assigns responsibility for contacts to team members and controls who can view or edit them. Owners receive notifications and manage follow-ups for their assigned contacts. How Ownership Works Automatic Assignment Owner Field Ownership States Assigned: Has owner, visibility depends on view scopeUnassigned: contact_owner = null, visible to all, available for claiming View...
Understanding Contacts
Last Updated: February 11, 2026Overview Contacts are the foundation of PloverCRM. Each contact represents a person or entity with standard fields (email, name, phone), custom fields, lists, tags, stage, notes, and metadata. Contact Storage PloverCRM stores contacts in your WordPress database with support for both built-in PloverCRM storage and FluentCRM integration. PloverCRM (Built-in): FluentCRM Integration: Standard Fields Required Email...
Notes and Activities
Last Updated: February 8, 2026Overview Notes track all interactions with contacts—calls, emails, meetings, tasks, and observations—creating a complete activity timeline for each relationship. Note Types 📞 Call: Phone conversations📧 Email: Email correspondence🤝 Meeting: In-person or video meetings✅ Task: To-do items and action items📝 Note: General notes and observations Note Structure Creating Notes WordPress Admin: Mobile App: Viewing & Managing...
Lists and Tags
Last Updated: February 8, 2026Overview Lists and tags organize contacts differently. Lists are broad categories for segmentation; tags are specific labels for attributes. Lists vs Tags Feature Lists Tags Purpose Broad categories Specific attributes Structure Hierarchical (optional) Flat Use Segmentation, campaigns Labeling, filtering Examples “Customers”, “Leads” “VIP”, “Hot Lead” When to Use Lists ✅ Email marketing segments✅ Customer lifecycle...
Custom Fields Overview
Last Updated: February 11, 2026Overview Custom fields store business-specific information beyond standard fields (email, name, phone). Tailor PloverCRM to your unique data needs. Examples: Company Name, Industry, Budget, Renewal Date, Property Type, Loyalty Tier Storage Custom fields are stored securely in your WordPress database and can be accessed through the PloverCRM interface or integrated with FluentCRM. Field Types Text:...
Contact Stages
Last Updated: February 8, 2026Overview Contact stages track where contacts are in your sales or customer lifecycle. They help prioritize follow-ups, measure conversion rates, and visualize your pipeline. What are Stages? Stages track contact position in your business process. Common Examples: Default Stages Stage Color Typical Use New Blue Just added Contacted Green Initial contact made On Trial Light...
Contact Fields Explained
Last Updated: February 8, 2026Overview Contact fields store information about your contacts. PloverCRM supports standard fields (built-in) and custom fields (user-defined). Field Types Type Description Examples Standard Built-in, cannot be removed Email, Name, Phone Custom User-defined, flexible Company Name, Industry, Budget Standard Fields Field Notes Email Validated format, can be unique First Name Optional Last Name Optional Full Name...