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Popl Teams
Popl Teams

Navigating the Popl Teams Dashboard

49 articles
Adding MembersAdd a new user to your Popl Teams account.
TemplatesUse templates to maintain consistent branding across your team.
SubteamsOrganize your members into groups.
Insights - Popl Teams DashboardUnderstand your team's Popl usage.
Adding Content to a CardHow to add links to a digital business card on the Popl dashboard.
Lead CaptureUse lead capture forms built from your digital business card to collect the exact info you need from prospects and people you meet.
Accessory ManagementManage your team's Popl accessories.
Single Link ModeSend new connections to a specific link, instantly.
Edit Your Digital Card (Theme Section)Update the background color of your digital business card.
Virtual BackgroundsAdd your PopCode (QR Code) to your Zoom, Teams, Meet background.
Lead ManagementManage the connections made through Popl.
PopCode (QR Code) ManagementCustomize and download your PopCode (QR Code).
Rearranging Links & ContentReorder the content on your digital business card.
Ideal Images Sizes for ContentImage sizes to use for profile photo, cover photo, etc.
Bulk Member EditingMake edits to multiple users at once.
Removing a MemberRemove a user from your Popl Teams account.
Billing & InvoicesUpdate your billing information.
Locking a Member's CardPrevent members from making any changes to their digital business card.
Duplicating a MemberCreate a new member using an existing member's data.
Creating Additional AdminsCreate additional admins to help manage your teams account.
Send Notifications to Your TeamAs an Admin on Popl Teams, you can send and schedule Popl App or email push notifications to your team for company updates and more.
Team SettingsCustomize company wide branding for your team's dashboard and other settings.
Claim Accessories for Your TeamHow to claim your free accessories as a Popl Teams admin.
Follow Up EmailAutomatically send a follow up email upon making a new connection.
IntegrationsConnect platforms to assist with Popl lead management. Only included for Popl Pro, Pro Plus, and Teams members.
Auto TaggingLearn how to automatically tag your leads
Template Auto AssignAutomatically assign members to a template upon adding them to a subteam.
Card Layout OptionsDifferent design options for a Popl digital business card.
Popl Teams Admin TutorialYoutube video Admin Tutorial
Converting Default Links to Unique LinksUtilize unique links for your team's digital business cards.
Send emails using AI
Template Link TypesChoose between two different link types for templates.
Bulk Import Leads
Reassign Leads in BulkReassign your Popl leads to a new owner within your team.
Approving Change RequestsApprove or reject your teams change requests as an admin.
Submitting Change RequestsAsk your Team Admin to make changes on your digital business card.
Team Assets
Popl Dashboard Supported LanguagesHere are the languages the Popl Dashboard/Teams Dashboard supports.
CRM Integration Setup for SubteamsUse this feature to create unique integration connections for any of your Subteams.
Custom Subdomains for Your TeamUse this feature to brand your QR code and digital business card links.
Download PopCodes in Bulk
Adding Your PopCode to Apple and Android Wallet from the Popl Dashboard
Premium Tier White Glove ServiceOn our premium tier, we will fully set up and help you manage your team!
The Events PageDiscover upcoming events for you and your team.
Microsoft Outlook Email Signature Add-InInstall our Microsoft Outlook Add-In to automatically sync email signatures to members.
Admin & Member Roles - Popl TeamsThis article will outline the various roles and permissions for each member type within Popl Teams.
The Home Page - Popl TeamsThe home page of the Popl Teams dashboard provides a real-time snapshot of team interactions, analytics, recommendations, and more...
The Tags PageManage your team's library of tags.
Branded Push NotificationsCustomize your push notification experience when sharing your digital business card with others.