Workspaces
- Dashboard
- Refresh Workspace Data in Mobile
- Update Business Information in the Mobile App
- Create and Manage Message Templates in the Mobile App
- Manage Workspaces
- Manage Pipeline Stages in the Mobile App
- Understand the PloverCRM Web Dashboard
- Use Navigation and Header Controls
- Switch Workspaces or Websites
- Understand the Dashboard Overview
- Use the Deals Workspace
- Update Business Information in the Web Dashboard
- Manage Pipeline Stages in the Web Dashboard
- Refresh Workspace Data in the Web Dashboard
- Manage Saved Browser Workspaces
- Understand Workspace Connection Status
- Understand WordPress-Hosted Workspace Behavior
- Invite and Manage Teammates
- Review Workspace Access and Connections in the Web Dashboard
