Mobile
- Dashboard
- Download and Install the PloverCRM Mobile App
- Create a PloverCRM Account and Log In
- Reset Your Mobile App Password
- Delete Leads in the Mobile App
- Update Business Information in the Mobile App
- All Leads Screen Overview
- Refresh Workspace Data in Mobile
- Adjust the Leads Table Zoom
- Check for Mobile App Updates
- Create and Manage Message Templates in the Mobile App
- Troubleshoot Phone Validation
- Settings Overview
- Troubleshoot Workspace Connections in the Mobile App
- Manage Lead Reminders
- View Release Notes and Updates in the Mobile App
- Edit Lead Information in the Mobile App
- Customize Notification Alerts
- Enter and Validate Lead Information
- Use Bulk Actions
- Share a Lead and Add It to Your Phone Book
- Update the Lead Stage or Status
- Upcoming Mobile App Features
- Manage Workspaces
- Review the Activity and Timeline Tab
- Add Activities and Notes
- Use Help and Account Support
- Update Your Profile in the Mobile App
- Configure Notifications
- Troubleshoot Data Refresh
- Troubleshoot Mobile Notifications
- View Advocate Campaigns and Rewards in the Mobile App
- Manage Lead Actions
- Customize Lead Columns
- View Lead Details
- Manage Phone Validation
- Add a New Lead
- Search for Leads and Understand Search Results
- Troubleshoot Mobile Login
- Understand Additional Lead Information
- Filter Leads with List Pills
- Reset Your Workspace Password in the Mobile App
- Review and Merge Duplicate Leads in the Mobile App
- Mobile App Navigation
- Use Advanced Lead Filters
- Change the App Theme
- Request a Feature from the Mobile App
- Use Lead Communication Actions
- Manage Pipeline Stages in the Mobile App
- Filter Leads with Advanced Search in the Mobile App
