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Getting Started

4

Manage Message Templates
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Mobile App

1

Manage Pipeline Stages

API & Webhooks

1

Webhooks: Sending UTM and Ad Tracking Data

Use Cases & Tutorials

1

How to Send Leads from Plover CRM to Perfex CRM via Email Integration

Add and Manage Leads

13

Delete a Lead
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Edit Lead Information
Enter and Validate Lead Information
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Update the Lead Stage or Status
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Add Activities and Notes
View Lead Details
Add a New Lead
Understand Additional Lead Information
Find and Merge Duplicate Leads
Use Lead Communication Actions

All Leads

7

All Leads Screen Overview
Adjust the Leads Table Zoom
Use Bulk Actions
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Search for Leads and Understand Search Results
Filter Leads with List Pills
Use Advanced Lead Filters

Mobile Troubleshooting

5

Troubleshoot Phone Validation
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2

Dashboard
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Settings and Preferences

20

Manage Business Information
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Manage Lead Actions
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Manage Pipeline Stages
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