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Getting Started

9

Mobile App

50
  • 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

Automations

7

Leads & Pipeline

30

Integrations & Data

15

Settings & Customization

18

Team & Workspaces

11

Help & Troubleshooting

18
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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
PloverCRM

Plover CRM helps businesses manage leads, automate workflows, and strengthen customer relationships.

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