Find anything, add from anywhere
Two tools at the top of every screen save you clicks: Search finds a record by name, and New (the + button) adds something without leaving the screen you are on.
Search
- Select the search box at the top, or press / or Ctrl+K (⌘+K on a Mac).
- Before you type, the list shows Recent: the records you opened last.
- Type part of a name. Companies, contacts and opportunities that match appear as you type.
- Use the arrow keys and Enter to open one, or select it. Esc closes the search.
Contacts in the results have call and e-mail buttons, so you can reach someone without opening their record.
The same window has a Quick actions tab (open the pipeline board, open your follow-ups, add a record) and a Go to list of screens.
New
- Select New (+) at the top. On a phone, use the round button at the bottom right.
- Choose what to add, for example Add company, Add contact, Log call or note, New opportunity, Schedule follow-up, Send material or Ask ASTRO. You only see the ones your role allows.
- A form opens on top of the screen. When you are on a company, contact or opportunity, the form is already filled in with it.