Mobile App Navigation
Mobile App Navigation
Use the PloverCRM mobile app navigation to move between your Dashboard, leads, new-lead form, Settings, and saved workspaces.
Before you start #
- Install PloverCRM on your Android or Apple device.
- Sign in with the site URL, username, and password for your PloverCRM workspace.
- Make sure your device has an internet connection.
If you have not signed in yet, follow Create a PloverCRM Account and Log In.
Understand the main navigation #
After a successful sign-in, PloverCRM opens the Dashboard. The main navigation appears at the bottom of the app and includes these areas:
- Dashboard — View workspace summaries, pipeline stages, lead growth, reminders, and lists.
- All Leads — Browse and search the leads in the current workspace.
- Add New Lead — Create a lead in the current workspace.
- Settings — Manage your profile, workspace preferences, notifications, templates, and other app settings.
Image placeholder: Replace this image path with the final mobile navigation screenshot when it is available.
Open a main area #
- Look at the navigation bar at the bottom of the screen.
- Tap Dashboard, All Leads, Add New Lead, or Settings.
- Wait for the selected screen to load.
- Use the controls on that screen to complete the task.
The selected navigation item is highlighted so you can see which area is open.
Use the current workspace control #
The workspace or website name appears in the top-right area of the main app screens. Tap the workspace name or the arrow beside it to open the workspace switcher.
From there, you can choose another saved workspace when more than one workspace is available on your device.
Image placeholder: Replace this image path with the final workspace-switcher screenshot when it is available.
For detailed workspace instructions, see:
Find related features #
Some features are opened from a main navigation area rather than from the bottom navigation bar:
- Open Dashboard to select a statistic, pipeline stage, reminder, or list.
- Open All Leads to search for leads and use lead-list controls.
- Open Settings to access message templates, notification settings, workspace options, help, and updates.
- Open a lead from All Leads or a Dashboard filter to view lead details and related actions.
What happens when you change workspaces #
When you select a different saved workspace, PloverCRM changes the active workspace for the app. The Dashboard, leads, lists, tags, stages, reminders, and other workspace information then reflect the selected workspace.
If the selected workspace needs a connection update or first-time setup, PloverCRM may take you to the workspace or setup screen before the rest of the app becomes available. First-time setup is completed in the hosted WordPress app, not from the mobile app.
Troubleshooting #
A main navigation item does not respond
- Check that the app has finished loading.
- Check your internet connection.
- Close any open dialog or form, then tap the navigation item again.
- If the problem continues, sign out and sign in again.
The workspace name or switcher is missing
- Confirm that you are signed in to PloverCRM.
- Check that a workspace is connected to the app.
- Open Manage Workspaces for workspace connection steps.
The app opens a setup screen instead of the Dashboard
Complete the required setup in the hosted WordPress app, then return to PloverCRM and refresh the setup status. Ask your site administrator to complete the setup if you do not have permission to do so.
The selected workspace shows the wrong information
Confirm that you selected the intended saved workspace. Workspace data is kept separate, so leads, lists, stages, reminders, and other information can differ between workspaces.
