How can I add a customer?
Here are some quick steps to add your customer : Navigate to the Dashboard. Click on Customer module. On the upper right corner of the page click on New customer button. Enter Primary Information, Client Address, Billing, and Shipping Details Click Save How can I add an Individual customer who doesn’t have a company? You…
How can I add notes for a customer?
In order to add notes for a customer you need to follow the following steps: 1. Navigate to Customer module on dashboard. 2. This will take you to the customer listing module. You can click on the Customer name and this will take you to the customer information. 3. Choose Notes to add. Write the…
Contacts Overview
Create Contact Click on the Client Name to open the client details editing window. select contacts from the menu and click on Add contact. On New contact window enter Name, Email, Title and Phone of the contact. If you want the contact added to be the primary contact you can mark the toggle on. Click…
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…
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>…
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 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…
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 to get started with popCRM?
To be able to smoothly use the popCRM, you need to do a one-time setup of your workspace e.g. your Company, Branding plus, etc. Here is the guide to set up your workspace: Add your Workspace Logo from the My Profile option in Settings. Enter your Company name and Company Address. It will be reflected…