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mobile-crm

Getting Started

2

What is PloverCRM?
Quick Start Guide

Core Concepts

7

Contact Ownership
Understanding Contacts
Notes and Activities
Lists and Tags
Custom Fields Overview
Contact Stages
Contact Fields Explained

Contact Management

7

Searching Contacts
Importing Contacts (CSV)
Filtering by Owner
Exporting Contacts (CSV)
Editing Contact Details
Deleting Contacts
Creating Contacts Manually

Custom Fields

8

Technical Content Cleanup Summary
Reordering Custom Fields
Editing Custom Fields
Deleting Custom Fields
Custom Field Validation
Custom Field Types
Custom Field Permissions
Creating Custom Fields

Notes & Activities

5

Note Types Explained
Editing Notes
Deleting Notes
Notes & Activities API Content Cleanup Summary
Adding Notes to Contacts

Mobile App

11

Troubleshooting
Settings & Customization
Notifications & Reminders
Workspaces
Managing Contacts
Dashboard
Getting Started with PloverCRM Mobile
Mobile Reminders
Mobile Push Notifications
Installing PloverCRM Mobile App (iOS)
Installing PloverCRM Mobile App on Android

API & Webhooks

1

Webhooks: Sending UTM and Ad Tracking Data

Troubleshooting

1

App Not Updating

FAQs

11

Webhook Integration FAQs
Getting Support FAQs
Security FAQs
Pricing & Licensing FAQs
Mobile App FAQs
Meta (Facebook) Integration FAQs
Integration FAQs
Google Ads Integration FAQs
Getting Started FAQs
FluentCRM vs PloverCRM FAQ
Contacts FAQs

Reminders

1

Reminder Notifications

Lists and Tags Management

7

Stage Deletion Protection
Stage Colors Customization
Stage Cascade Rename
Creating and Managing Tags
Creating and Managing Lists
Assigning Tags to Contacts
Assigning Contacts to Lists

App Overview

2

Supported Devices
Mobile App Overview

installation

2

Update Mobile App
Install Android App

authentication

1

Login Mobile App

dashboard

4

Quick Actions
Dashboard Stats
Dashboard Overview
Notification Setting

Leads Management

4

Add New Lead
Table Zoom
Filter With List
Customize Column

Lead Details

3

Reminders
Activity Timeline
Edit Contact Detail and View Contact Profile

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mobile-crm

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