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Propovoice CRM
  • Home
  • Features
    • Lead Management
    • Deal Pipeline
    • Invoicing
    • Estimates
    • Client & Project
  • Demo
  • Pricing
  • Blog
  • Resources
    • Documentation
    • Submit a Ticket
    • Facebook Community
    • Roadmap
  • My Account
Download Free
Download Free
  • Home
  • Features
    • Lead Management
    • Deal Pipeline
    • Invoicing
    • Estimates
    • Client & Project
  • Demo
  • Pricing
  • Blog
  • Resources
    • Documentation
    • Submit a Ticket
    • Facebook Community
    • Roadmap
  • My Account
Propovoice CRM
  • Home
  • Features
    • Lead Management
    • Deal Pipeline
    • Invoicing
    • Estimates
    • Client & Project
  • Demo
  • Pricing
  • Blog
  • Resources
    • Documentation
    • Submit a Ticket
    • Facebook Community
    • Roadmap
  • My Account

Getting Started

  • System Requirements
  • Installation
  • Upgrade to Pro

Lead

  • Add Lead
  • Lead Overview
  • Lead Settings

Deal

  • Add Deal
  • Deal Details
  • Deal Settings

Estimate

  • Create Estimate
  • Edit Estimate
  • Estimate Settings

Invoice

  • Create Invoice
  • Edit Invoice
  • Invoice Setting
  • Recurring Subscription

Project

  • Add Project
  • Project Details
  • Project Setting

Client

  • Add Client
  • Edit Client

Contact

  • Add Contact Person
  • Add Contact Organization

Settings

  • Edit Business
  • Setup Payment
  • Email Settings
  • Custom Fields
  • User Role

Others

  • Download
  • Print
  • Translation (Localization)
  • Get lead by form
  • Setup SMTP

Troubleshooting

  • Basic Steps
  • License Activation

Integrations

  • WooCommerce Integration
  • Home
  • Docs
  • Settings
  • Custom Fields

Custom Fields

To add a new custom field, go to the Dashboard.

  1. Select Custom Fields from the Settings page.
  2. Custom Fields from Custom Field Settings can be added on the Lead, Deal, and Project page.
  3. Select + Add New Field, to add a new custom field.
  4. A form will appear. Fill in all the required boxes and click on Save.
  5. As you can see a new custom field has appeared. You can easily edit the custom field just by clicking on the edit icon.
  6. To delete the custom field, just click on the delete icon and a command box will pop up on the browser. Click “Delete” to proceed.
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Updated on March 9, 2023
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Propovoice is the best WP CRM+Invoicing plugin for small to mid level businesses and freelancers. It is tailored to giving small to mid level businesses and freelancers the highest priority. Its easy-to-use functionalities and aesthetic design set it apart from other CRM plugins.

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A Product Of

Nurency Digital

© 2022 Propovice Built by the folks at Nurency Digital

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