How to add Quick Links in Freshsales?

Modified on: Fri, 24 Apr, 2020 at 3:40 PM


Applicable plans
Sprout Blossom Garden Estate Forest


Quick links allow users to easily access the links they visit often by saving those links on the activities dashboard. Account administrators can add the URLs of frequently accessed web pages/documents such as pricing details 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. Click the Activities Dashboard button.


  2. Go to the Quick Links section. Here, you can find all links that have been configured into your Freshsales account

 

  1. To add a new link, click the button. This brings up the Quick links slider.

  2. Add the name of the link and the URL. To add a new link, click


  3. Click . Your link will now be added to the quick links section and will be available for all users of the account.


To Reorder the links,

  1. Click the button. This brings up the Quick links slider.

  2. Hover on theicon and drag the links up or down to change the order.


  3. Click. The new order will now be saved.


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How to add Quick Links in Freshsales?

Modified on: Fri, 24 Apr, 2020 at 3:40 PM


Applicable plans
Sprout Blossom Garden Estate Forest


Quick links allow users to easily access the links they visit often by saving those links on the activities dashboard. Account administrators can add the URLs of frequently accessed web pages/documents such as pricing details 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. Click the Activities Dashboard button.


  2. Go to the Quick Links section. Here, you can find all links that have been configured into your Freshsales account

 

  1. To add a new link, click the button. This brings up the Quick links slider.

  2. Add the name of the link and the URL. To add a new link, click


  3. Click . Your link will now be added to the quick links section and will be available for all users of the account.


To Reorder the links,

  1. Click the button. This brings up the Quick links slider.

  2. Hover on theicon and drag the links up or down to change the order.


  3. Click. The new order will now be saved.


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