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record review

Getting Started

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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
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Update the Lead Stage or Status
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
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
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2

Dashboard
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Settings and Preferences

20

Manage Business Information
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Settings Overview
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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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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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