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Propovoice CRM
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Propovoice CRM
  • Home
  • Features
    • Lead Management
    • Deal Pipeline
    • Invoicing
    • Estimates
    • Client Portal
    • Propovoice 1.5
  • Roadmap
  • Pricing
  • Resources
    • Free vs Pro
    • Blog
    • Documentation
    • Submit a Ticket
    • Facebook Community
    • Affiliate Terms and Conditions
  • 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
  • Client Portal

Contact

  • Add Contact Person
  • Add Contact Organization

Settings

  • Edit Business
  • Setup Payment
  • Email Settings
  • Custom Fields
  • User Role
  • Team Member
  • Notification

Others

  • Download
  • Print
  • Translation
  • Get lead by form
  • Setup SMTP

Troubleshooting

  • Basic Steps
  • License Activation
  • Emails Not Sent

Integrations

  • WooCommerce
  • Uncanny Automator
  • Google Drive
  • Metform

API Documentation

  • Generate Password
  • Endpoint Leads
  • Endpoint Deals
  • Endpoint Clients
  • Endpoint Projects
  • Endpoint Estimate
  • Endpoint Invoices
  • Endpoint Tasks
  • Home
  • Propovoice Documentation
  • Lead
  • Lead Overview

Lead Overview

Usually, the lead overview or lead listing screen is empty when you freshly install the plugin. After you add some lead information to the system, it will look like the image below.

To view the leads overview, please navigate to the WordPress Admin Dashboard and then-

  1. Click on Propovoice > Lead
  2. Click on a single row
  3. Or Click on the action
  4. Click on the Overview option
Propovoice Crm Lead Overview Screen
Propovoice CRM Lead Overview Screen

From this screen, you can do multiple operations like-

  1. Create, add, or remove tags from different leads.
  2. Add and edit sources from where it has come, like Facebook, Twitter, etc.
  3. Change the level of the lead.
  4. Add new tasks and activities.
  5. Add notes and files.
  6. Move a Lead to Deal and add the necessary information.

Propovoice Crm Single Lead Profile Details Screen
Propovoice CRM Single Lead Profile Details Screen

How to assign a team member to a lead #

You can assign team members by going inside the lead. You will find a section for teams and a dropdown option. When you click on that, you will see a list of people and click on the specific persons you want to assign.

Please note that this feature now works as a log to help understand who is working on what. This is a work in progress. We will eventually introduce limiting access based on who the lead is assigned to. There will be different notifications and refinement to the features.

How To Assign A Team Member To A Lead
How to assign a team member to a lead
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Updated on July 5, 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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