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