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workspace data

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

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Delete a Lead
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Edit Lead Information
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All Leads

7

All Leads Screen Overview
Adjust the Leads Table Zoom
Use Bulk Actions
Customize Lead Columns
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Filter Leads with List Pills
Use Advanced Lead Filters

Mobile Troubleshooting

5

Troubleshoot Phone Validation
Troubleshoot Workspace Connection
Troubleshoot Data Refresh
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2

Dashboard
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Settings and Preferences

20

Manage Business Information
Refresh Workspace Data
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Manage Pipeline Stages
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Upcoming Features and Updates

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workspace data

Refresh Workspace Data

October 1, 2026

Troubleshoot Data Refresh

October 1, 2026

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

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