Create shortcuts to your common tools from Inbox with Quick Links
updated 3 months ago
Most support and sales teams rely on multiple external tools (admin tool, billing system, CRM or other tools) to search for information related to the conversations they have with the leads or customers and often find themselves bookmarking or opening multiple browser tabs to keep these tools handy.
If you or your teams can relate to this, Quick Links will help you save some time by letting you get to your common tools in a single click.
You can add custom links by adding contact properties such as user ID, account number, or company name using liquid tags to your links.
This could be a link to your internal admin tool with a liquid tag to the contact's User ID property that makes this link dynamic.
You can even add links to searches in other tools, or on public sites like LinkedIn:
If you have any further questions, please start a Live Chat. Just "Click" on the Chat Icon in the lower right corner to talk with our support team.