Skip to main content

People

Your Central Hub for Lead Management Welcome to your lead management hub. Easily manage all your potential connections here. Import leads, set up lead flows from Facebook and Google ads, and create smart lists for simple organization. This has everything you need to streamline your lead management.

218 articles
What is a custom filter?
What are the available filters under the custom filter section?
How can I create a custom filter with First Name?
How can I create a custom filter with Last Name?
How can I create a custom filter by email?
How can I create a custom filter by phone number?
How can I create a custom filter by stages?
How can I create a custom filter by created?
How can I create a custom filter by Tags ?
How can I create a custom filter based on Source?
How can I create a custom filter based on Lead Type?
How can I create a custom filter based on Last Communication?
Can I create multiple filters at the same time?
How can I save my custom filter?
What is Select Agent in the People tab?
How many agents can I add under my account?
How can I know which leads have been assigned to which agent?
What is the Columns section in the People tab?
How can I remove a particular column that I don't want to be visible?
How can I add a column which had been archived before?
How many columns are there in the People tab?
What is a Lead Flow?
How many leadflows can we add in NOVACRM?
Where can I add leads using the Lead Flow feature?
How can I import leads if I am running ads on Google?
How can I import leads if I am running ads on my personal website?
What are things required to set up Lead Flow in NOVACRM?
What is an instant form in Lead Flow?
Can we add a source to our Lead Flow?
Can we add tags to our Lead Flow?
What is the distribution option in Lead Flow?
What does it mean when it asks, "Do you want to import previous leads" while creating a lead flow?
Why is it showing "No data found" when I click on Lead Flow?
What is import people section in People tab?
How to Import People or Leads through CSV?
How to check the status of your Imported CSV file?
Why is my CSV not getting imported?
Can I add manual tag in CSV?
What will happen if I drag different columns under different headings while importing a CSV?
Which extension of CSV should be used to import the CSV file?
What is Export People in NOVACRM?
How to export leads in People tab?
How to check the export status in People tab ?
When trying to export people why does it ask for the OTP (one time password)?
What is OTP (one time password) in export section of People tab?
Where would you receive your one time password while exporting the leads from People tab?
What is 'Manage List' in People tab?
What actions can we do in Manage List of People tab?
Which are the columns or sections in Manage List?
How to edit a Smart List in People tab?
What is a Smart List in People tab?
How to create a Smart List in People tab?
How to delete a Smart List in People tab?
How to create a copy or duplicate of Smart List in People tab?
How to sort the Smart List based on names ?
How to sort the Smart List based on contacts?
How do I sort a Smart List by date created?
Why can't I click the "Add List" button in the People tab?
What are the smiley icons when naming a Smart List?
How to remove a particular custom filter ?
What is the Email Statistics feature in the People tab?
What do the different colors in Email Statistics represent?
How many categories are included in Email Statistics?
What does "Valid" mean in Email Statistics?
What does "Invalid" mean in Email Statistics?
What does "Pending" mean in Email Statistics?
What does "Bounced" mean in Email Statistics?
What does "Unsubscribed" mean in Email Statistics?
How can I identify which leads have valid or invalid emails?
How can I tell if a lead is still in the pending stage?
How to know that the email is bounced
How can I tell if a lead has unsubscribed?
How can I view my custom filtered list from the People tab?
How to sort the First Name column?
How to sort the Last Name column?
How do I sort the Email column on People page?
How do I sort the Phone column on People page?
How do I sort the Stage column on People page?
How do I sort the Assigned Agent column on People page?
How do I sort the 'Created' date column on People page?
How do I sort the Source column on People page?
How do I sort the Deals column on People page?
How do I sort the Last Communication column on People page?
How to send Batch Text from the People page ?
How to send a Batch Email from the People page?
How do I add or assign tags to leads on the People page?
How to create a new tag on the People page?
How to update the Stage of the lead on People page ?
How to update the source of the lead on the People page ?
How to assign agent leads from the People page?
How to delete multiple leads from your NOVACRM account?
How to set the leads per page in People page
How to add tags on the lead activity page of the People tab
How to add or change the mobile number on the lead activity page ?
How to add or change the email address on the lead activity page ?
Which email will receive my campaigns if a lead has multiple email addresses?
How to add an address or change the address on lead activity page ?
How to assign or change the agent on lead activity page ?
How to add or change the lead stage on lead activity page ?
How to add or change the source of the lead on the lead activity page ?
How to add or change the lead type on the lead activity page ?
How can I add or update the timeframe in which a lead plans to buy a property?
How can I add or change the mortgage type on the lead activity page ?
How can I add or change the status of a mortgage on the lead activity page ?
How can I add or change the lead rating on the lead activity page?
How can I add or update the timeframe in which a lead plans to sell a property?
How can I add the date when my lead purchased the property?
How can I add the wedding anniversary of my lead on the lead activity page?
How can I add or change the date of birth of my lead on the leads activity page?
How can I add or update the religion of a lead on the lead activity page?
How can I add or update the main agent of my lead on the lead activity page?
How can I add or update the Mortgage Agent of my lead on the lead activity page?
How can I add or update the list agent of my lead on the lead activity page?
How can I add the buyer's Area of Interest information on the lead activity page?
How can I add the buyer's Property Type information on the lead activity page?
How can I add the buyer's Price Range information on the lead activity page?
How can I add the buyer's Number of Bedroom information on the lead activity page?
How can I add the buyer's parking requirements on the lead activity page?
How can I add the seller's planned selling timeframe to the Lead Activity page?
How can I add the seller's property's city information on the Lead Activity page?
How can I update the seller's Listing Status in the Lead Activity page?
How do I add bedroom information in seller info on the lead activity page?
How do I add bathroom information in seller info on the lead activity page?
How do I add basement information in seller info on the lead activity page?
How do I add parking information in seller info on the lead activity page?
How can I delete the lead from the lead activity page?
How do I add or update the postal code in seller info on the lead activity page?
What information is available in the Activity section on the lead activity page?
How do I download call recordings on the lead activity page?
Can I download call recordings on the lead activity page?
How do I add notes or important information for future reference on the lead activity page?
How can I use NOVA AI in the notes section on the lead activity page?
How can I send an email on the lead activity page?
How do I send a pre-made email campaign on the lead activity page?
How can I add an attachment to an email on the lead activity page?
What is NOVA AI in NOVACRM ?
How to format text in emails on the lead activity page?
How do I add a link to an email on the lead activity page?
Where can I view previous email campaigns sent to a lead on the lead activity page?
How to send text from the lead activity page ?
How do I use a pre-made text template from the lead activity page?
Where can I view previous text messages sent to a lead?
How do I make a call to a lead from the lead activity page?
How do I create or view tasks on the lead activity page?
How do I create or view appointments on the lead activity page?
How do I add an attachment on the lead activity page?
How to delete an attachment from the lead activity page?
How to view an attachment on the lead activity page?
Where can I view deals on the lead activity page?
How can I change a deal's stage from the lead activity page?
How do I edit deal details from the lead activity page?
How do I move to the next lead from the lead activity page?
How do I move to the previous lead from the lead activity page?
How do I check if a lead has opened my email on the lead activity page?
How to check if a lead has unsubscribed from my emails?
How do I rearrange columns on the People page?
Where can I find my imported leads in NOVA CRM?
Is there a limit to how many tags I can add to a lead?
Are lead stage and deal stage same?
How many Smart Lists can we create in NOVACRM ?
Is there a limit to how many leads I can add to NOVA CRM?
What happens if I click on view all button under todays task on the home page ?
Lead Details

Lead details involve editing personal information, creating tasks and appointments, sending text messages, emails, and calling leads.

How to Add Appointment from Lead Detail Page ?
How to Add Task from Lead Detail Page ?
How to delete a lead?