Quick links allow users to easily access the links they visit often by saving those links within Freshsales mobile app. Account administrators can add the URLs of frequently accessed documents/web pages such as spreadsheets and compliance documents.
To add a quick link,
- Scroll down to the bottom of the home screen on your Freshsales mobile app.
- Click the ➕symbol. This brings up the Quick links slider.
- Add the name of the link and the URL.
- Click Save. Your link will now be added to the quick links section and will be available for all users of the account.
To edit/delete a quick link,
- On the iOS app: Tap on the ‘edit’ icon in Quick Links section
- On the Android app: Long press the quick link. The edit/delete slider pops up allowing you to make changes to the link.