Help Center

From setting up your account to mastering each and any feature of noCRM.

Shortcuts to access lists of leads

Since our goal is to help you manage your sales activity in a fast & efficient way, Shortcuts are ideal to help you go to the pages of your account that you consider the most important.

In the left side of your Dashboard you will find the list of all your Shortcuts, and to access the page you have created a shortcut for, you simply need to click on its name from the Shortcuts list.

If you haven't chosen the Dashboard as your home page, you can still use the Shortcuts feature. You will find the list of shortcuts in the Dashboard, which you can access from the menu at the right of "Clients", or in the Shortcuts' icon.

How to set up your Shortcuts list?

Creating a shortcut is as easy as clicking on the Shortcuts icon at the top of every page. When you click on the icon, a window will open for you to set a name to the Shortcut and also for you to define wether you want to create it only for you as a user, for the entire account, or for a specific team if you have the Dream Team Edition.

How to manage your Shortcuts list?

Go to the Admin Panel > Account Management > User Interface and scroll down until 'Shortcuts'

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