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Web
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Webhooks: Sending UTM and Ad Tracking Data
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Google Ads Lead Form Webhook Integration
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How to Send Leads from Plover CRM to Perfex CRM via Email Integration
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Understand the PloverCRM Web Dashboard
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Create or Access Your PloverCRM Account
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Download, Install, and Connect the PloverCRM Plugin
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Complete Guided Workspace Setup
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Log In to the PloverCRM Web Dashboard
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Understand the Web App Layout
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Use Navigation and Header Controls
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Switch Workspaces or Websites
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Understand the Dashboard Overview
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Understand Setup, Connection, and License Notices
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Understand the All Leads Screen
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Filter Leads by List, Tag, Stage, or Date
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Select and Rearrange Lead Columns
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Refresh and Load Leads
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Export Leads to CSV
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Select Leads and Use Bulk Actions
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Change Stage, Assignee, Lists, Tags, or Custom Fields in Bulk
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Delete Leads in Bulk
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Open and Navigate Leads in the Detail Drawer
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Use Lead List Header Controls
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Edit Lead Contact Details in the Web Dashboard
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Communicate, Share, and Add a Lead to Contacts
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Review Tracking and IP Information
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Understand Pipeline Stage and Value
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View Custom Fields and Lead Metadata
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Find and Merge Duplicate Leads in the Web Dashboard
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Manage Lead Activities
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Create and Manage Lead Reminders
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Use Global Reminders and Browser Notifications
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Understand Deals and Pipeline Stages
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Enable or Disable the Experimental Deals Page
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Use the Deals Workspace
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Troubleshoot Deal Access
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Understand the Data Sources Hub
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Review Data Source Logs
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Connect a Form Data Source
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Connect and Manage Google Ads Lead Forms
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Connect Meta Lead Ads Forms
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Create and Manage Webhooks
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Configure CRM Routing
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Import Leads from a CSV File
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Map Incoming Fields
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Resume a Historical Import
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Review Failed Leads and Download Error Logs
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Repair or Disconnect a Data Source
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Understand Automations and Browse Templates
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Create and Configure an Automation
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Configure Automation Triggers and Actions
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Configure and Preview Automation Email Actions
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Configure Google Ads and Meta Conversion Actions
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Connect Google Ads and Meta CAPI
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Monitor Automation Logs, Status, and Queue
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Understand the Settings Overview
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Update Your Profile in the Web Dashboard
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Change or Recover Your Web Account Password
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Manage Display and Appearance
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Configure Lead Table Columns
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Configure Lead Actions and Activity Logging
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Configure Browser Notifications
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Customize New Lead and Reminder Alerts
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Update Business Information in the Web Dashboard
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Manage Pipeline Stages in the Web Dashboard
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Create and Manage Message Templates in the Web Dashboard
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Refresh Workspace Data in the Web Dashboard
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Review System Health
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Review Settings, Feature Logs, and Support
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Manage Custom Fields
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Review System Managed Fields
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Manage Lists
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Manage Tags
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Manage Saved Browser Workspaces
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Understand Workspace Connection Status
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Understand WordPress-Hosted Workspace Behavior
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Invite and Manage Teammates
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Manage Teammate Sign-In Details
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Understand and Manage Read-Only Access
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Understand Roles and Permissions
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Create, Edit, and Delete Roles
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Understand Lead Scopes and Entity Permissions
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Understand Read-Only Settings
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Configure Email Reply Settings
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Use the Help Center
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Contact Support
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View What’s New in the Web Dashboard
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Submit a Feature Request from the Web Dashboard
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Understand the Advocate Program in the Web Dashboard
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Understand License and Plan Notices
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Troubleshoot Login and Account Access
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Troubleshoot Plugin Installation
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Troubleshoot Plugin Connection and Activation
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Review Workspace Access and Connections in the Web Dashboard
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Troubleshoot Lead Loading Search and Refresh
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Troubleshoot Csv Imports and Failed Leads
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Troubleshoot Data Source Connections
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Troubleshoot Automations and Queues
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Troubleshoot Browser Notifications
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Troubleshoot Permission and Read Only Access
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Frequently Asked Questions
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Open and Enter a New Lead
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Add Lists, Tags, and Custom Fields
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Assign a Lead to a Teammate
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Set the Lead Stage and Value
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Save a New Lead and Review Duplicates
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Understand Rows per Page and Pagination
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Delete Leads from the Web Dashboard
