Productivity Tricks
Quick Navigation
- Use the global search bar (top of page) to jump to any contact, company, or deal instantly
- Bookmark frequently used pages like your contact list or pipeline
Saved Views
Create saved views for common filters you use daily:
- "My Hot Leads" — Status: Qualified, Assigned: Me
- "Unassigned New Leads" — Status: New, Owner: Unassigned
- "Follow-up Needed" — Status: Contacted, Source: Website
Quick Actions from Contact Detail
The contact detail page has inline forms for notes, activities, follow-ups, and deals. Use these instead of navigating to separate forms — it's much faster.
Bulk Operations
Select multiple contacts and change their status, assign them, or tag them in one action instead of editing individually.
Pipeline Drag-and-Drop
Drag deals between stages on the pipeline board instead of opening each deal and changing the stage manually.
CSV Import Tips
- Clean your CSV before importing — remove duplicates, fix formatting
- Use the auto-match feature to map columns automatically
- After import, run the Duplicate Checker to catch any that slipped through