How to add quick links in the Freshsales mobile app

Modified on: Tue, 31 Mar, 2020 at 8:15 PM


Applicable plans
Sprout Blossom Garden Estate Forest


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.


NOTE:

  • Only account admins and admins will have permissions to add quick links and can add, edit, or delete the links.
  • A maximum of 10 links can be added.


To add a quick link,

  1. Scroll down to the bottom of the home screen on your Freshsales mobile app.

  2. Click the ➕symbol. This brings up the Quick links slider.

  3. Add the name of the link and the URL.


  4. 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. 

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How to add quick links in the Freshsales mobile app

Modified on: Tue, 31 Mar, 2020 at 8:15 PM


Applicable plans
Sprout Blossom Garden Estate Forest


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.


NOTE:

  • Only account admins and admins will have permissions to add quick links and can add, edit, or delete the links.
  • A maximum of 10 links can be added.


To add a quick link,

  1. Scroll down to the bottom of the home screen on your Freshsales mobile app.

  2. Click the ➕symbol. This brings up the Quick links slider.

  3. Add the name of the link and the URL.


  4. 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. 

Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial