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Getting Started

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Manage Message Templates
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Manage Pipeline Stages

API & Webhooks

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Webhooks: Sending UTM and Ad Tracking Data

Use Cases & Tutorials

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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
Review the Activity and Timeline Tab
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Understand Additional Lead Information
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All Leads

7

All Leads Screen Overview
Adjust the Leads Table Zoom
Use Bulk Actions
Customize Lead Columns
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Filter Leads with List Pills
Use Advanced Lead Filters

Mobile Troubleshooting

5

Troubleshoot Phone Validation
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Settings and Preferences

20

Manage Business Information
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Manage Pipeline Stages

October 7, 2026

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

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