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Learn more about NOVACRM Dashboard and all the integrated features in the homepage

70 articles
What is Home tab in NOVACRM ?
What is the New Leads tab on the Home page?
What is today's task on the Home page?
What are incomplete follow-ups on the Home page?
What is available credit on the home page?
What happens if I click on view all button under new leads on home page ?
What happens if I click on view all button under incomplete follow ups on the home page ?
What happens if I click on the View History button under available credit on the Home page?
How can I track my social media analytics on the Home page?
How can I filter my social media analytics on the Home page?
What happens if we click on View More under Social Media Analytics on the Home page?
How to track my Email Marketing Analytics on the Homepage?
How can I filter my Email Marketing analytics on the Homepage?
How can I check my recently sent emails from the Homepage?
How can I track a particular Email Campaign analytics on the Homepage?
What will happen if I click on View More under Email Marketing on the Homepage?
What is the NOVA Learning Center on the Homepage?
How do I check the number of Automations on my account and how many times the Automation has performed?
What will happen if I click on View all Automation on the Homepage?
What is the purpose of the Calendar on the Homepage?
How can I check which Appointments I have on the NOVACRM homepage?
How do I check my email schedules for a particular day in the NOVACRM Homepage?
How do I check which task for a particular day I have on the NOVACRM homepage?
How do I check which social media posts I have scheduled on a particular day in the NOVACRM Homepage?
How can I check my scheduled calendar for the next month on the NOVACRM homepage?
What will happen if I click on the View More under the calendar on the NOVACRM Homepage ?
Inbox

What is the Inbox tab in NOVACRM?
What is the Inbox page in NOVA CRM?
Is the Inbox tab a two-way communication tool?
What types of conversations can I have in the Inbox tab?
How do I sort email conversations in the Inbox tab?
How to format text in an email from the Inbox tab
How to add a link to an email in the Inbox tab
Can I send pre-made email templates from the Inbox tab?
How to use the NOVA AI feature when sending an email from the Inbox tab
How do I view a lead's details in the Inbox tab?
How to view a lead's last communication in the Inbox tab
How do I change the assigned team member from the lead details page in the Inbox tab?
How do I change or edit a lead's stage from the Inbox tab?
How to change or edit a lead's source from the Inbox tab
How do I change a lead's type from the Inbox tab?
How to edit deals from the Inbox tab
How do I edit a deal's stage from the Inbox tab?
How do I check if any leads have replied to my emails?
How do I sort text conversations in the Inbox tab?
How to refresh text conversations in the Inbox tab
How do I reply to or send a text to a lead through the Inbox?
Can I send pre-made text templates from the Inbox tab?
How can I view a lead's details from the Inbox?
How do I change the assigned team member for a lead from the Inbox tab?
How can I edit a lead's stage from the lead details page in the Inbox text conversations?
How can I modify a lead's source from the lead details page in the Inbox text conversations?
How can I update a lead's type from the lead details page in the Inbox text conversations?
How to edit deal information from the Inbox text conversations
How to change a deal's stage from the Inbox text conversations
How to check if any leads have responded to my texts
How do I view a lead's last communication time in the Inbox?