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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
Manage Lead Reminders
Edit Lead Information
Enter and Validate Lead Information
Share a Lead and Add It to Your Phone Book
Update the Lead Stage or Status
Review the Activity and Timeline Tab
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
Customize Lead Columns
Search for Leads and Understand Search Results
Filter Leads with List Pills
Use Advanced Lead Filters

Mobile Troubleshooting

5

Troubleshoot Phone Validation
Troubleshoot Workspace Connection
Troubleshoot Data Refresh
Troubleshoot Mobile Notifications
Troubleshoot Mobile Login

Navigation and Dashboard

2

Dashboard
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Settings and Preferences

20

Manage Business Information
Refresh Workspace Data
Settings Overview
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Manage Lead Actions
Manage Phone Validation
Manage Pipeline Stages
Change or Reset Your Password
Manage Workspaces
Change the App Theme
Manage Pipeline Stages
Manage Message Templates
Upcoming Features and Updates

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Refresh Workspace Data

October 1, 2026

Troubleshoot Data Refresh

October 1, 2026

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