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lead details

Getting Started

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Manage Message Templates
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1

Manage Pipeline Stages

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Webhooks: Sending UTM and Ad Tracking Data

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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
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Review the Activity and Timeline Tab
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View Lead Details
Add a New Lead
Understand Additional Lead Information
Find and Merge Duplicate Leads
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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
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2

Dashboard
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Settings and Preferences

20

Manage Business Information
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Manage Lead Actions
Manage Phone Validation
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Manage Pipeline Stages
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Upcoming Features and Updates

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lead details

View Lead Details

October 1, 2026

Understand Additional Lead Information

October 1, 2026

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

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