— iTechCloud Solution
Mastering a few hidden gems can save up to 10 hours a week by streamlining navigation, data entry, and workflow management.
Use wildcards (*) and operators like AND, OR to refine search queries and quickly locate records without excessive scrolling.
Press Ctrl + / (or Cmd + / on Mac) to access a full list of available shortcuts. For example, g + a navigates to "All Apps" and g + h goes to the homepage instantly.
Customizing and pinning filtered list views for opportunities or leads prevents repetitive clicks and helps focus on critical data.
Use pre-built global quick actions (e.g., Log a Call, New Task) directly from the homepage or record pages to minimize clicks.
Enable inline editing on list views to update multiple fields across records in seconds perfect for sales updates or bulk edits.
Create reusable templates and macros to automate repetitive tasks like follow-up emails or case responses.
Visual pipeline management with drag-and-drop cards helps track deal progress faster than standard reports.
Bookmark frequently visited records and reports for one-click access.
Automate repetitive workflows like lead assignments, task creation, and follow-ups.
These boost admin tasks such as data extraction, metadata view, and record-level insights.