How can I import leads from CSV?
How to Import Leads? You can bring Leads in bulk in popCRM. You can export the data from other tools in CSV format and then can import that in popCRM easily. Things to ensure before you begin import: If you have fields in your CSV file which doesn’t exist in popCRM then first you need…
How do I assign activities to my colleagues?
Assign tasks and activities to your team members You can create and assign an activity or a reminder call for a Lead/Customer and assign it to your team members. This works same as you create a reminder or a call for yourself, check out this article for more details. 1. How to create and assign…
Leads Overview | Everything you need to know
Updating Leads Overview | Everything you need to know How can you use Leads in popCRM? Managing sales pipeline in stages: You can add your leads and assign them to different stages as per the interaction you had with the leads. In this way, you can manage them better. Tracking the Source of Leads You…
How to set up reminders, tasks, or follow-ups for yourself?
How to create a reminder call, and meeting for the Lead/Customer on popCRM? Now you can create and assign the reminder call or follow-up with your Lead, directly from your popCRM portal, and it will be also created as the event in your calendar. Here’s how you can do that: STEPS: Lead> Activity>…
Pipeline View
popCRM helps you keep track of your lead progress by providing you with information about your leads based on what stage they occupy in your Pipeline View. What are stages and how to add or remove a stage? The pipeline stages can be defined by an Admin Use. By default popCRM comes with five stages…