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update

Getting Started

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What is PloverCRM?
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Core Concepts

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Contact Ownership
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Contact Management

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Custom Fields

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Technical Content Cleanup Summary
Reordering Custom Fields
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Creating Custom Fields

Notes & Activities

5

Note Types Explained
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Webhooks: Sending UTM and Ad Tracking Data

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App Not Updating

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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

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2

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Mobile App Overview

installation

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Update Mobile App
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Leads Management

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Add New Lead
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Lead Details

3

Reminders
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Edit Contact Detail and View Contact Profile

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Update Mobile App

March 12, 2026

Plover CRM helps businesses manage leads, automate workflows, and strengthen customer relationships.

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