Skip to content
PloverCRM
Home
Pricing
Documentation
Changelog
Account
Get PloverCRM
Sign in
Sign in
Get PloverCRM
View Categories
Home
Docs
Mobile App
Mobile App
Setup & Account
Reset Your Mobile App Password
Create a PloverCRM Account and Log In
Reset Your Workspace Password in the Mobile App
Download and Install the PloverCRM Mobile App
Navigation & Dashboard
Dashboard
Mobile App Navigation
Lead List & Filters
Use Bulk Actions
Adjust the Leads Table Zoom
All Leads Screen Overview
Use Advanced Lead Filters
Filter Leads with List Pills
Search for Leads and Understand Search Results
Customize Lead Columns
Filter Leads with Advanced Search in the Mobile App
Lead Management & Activities
Share a Lead and Add It to Your Phone Book
Update the Lead Stage or Status
Enter and Validate Lead Information
Manage Lead Reminders
Understand Additional Lead Information
Add a New Lead
View Lead Details
Add Activities and Notes
Review the Activity and Timeline Tab
Use Lead Communication Actions
Review and Merge Duplicate Leads in the Mobile App
Edit Lead Information in the Mobile App
Delete Leads in the Mobile App
Settings & Workspaces
Settings Overview
Customize Notification Alerts
Change the App Theme
Manage Workspaces
Manage Phone Validation
Manage Lead Actions
Configure Notifications
Refresh Workspace Data in Mobile
Manage Pipeline Stages in the Mobile App
Update Your Profile in the Mobile App
Create and Manage Message Templates in the Mobile App
Update Business Information in the Mobile App
Updates & Troubleshooting
Troubleshoot Phone Validation
Check for Mobile App Updates
Troubleshoot Mobile Login
Troubleshoot Mobile Notifications
Upcoming Mobile App Features
Troubleshoot Data Refresh
Use Help and Account Support
Request a Feature from the Mobile App
View Advocate Campaigns and Rewards in the Mobile App
View Release Notes and Updates in the Mobile App
Troubleshoot Workspace Connections in the Mobile App
