Settings and Preferences
Settings and Preferences
Manage your PloverCRM profile, saved workspaces, business information, lead actions, notifications, and mobile-app preferences.
Articles #
- Settings Overview
- Manage Your Profile
- Change or Reset Your Password
- Manage Workspaces
- Manage Business Information
- Change the App Theme
- Manage Lead Actions
- Manage Pipeline Stages
- Manage Message Templates
- Configure Notifications
- Customize Notification Alerts
- Refresh Workspace Data
- Manage Phone Validation
- Use Help and Account Support
