Efficiency Tips
Maximize your productivity with these tips:
- Use search: Leverage search functionality to quickly find products, orders, quotations, and contacts
- Create templates: For frequently ordered products, consider creating standard quotation templates
- Batch operations: When possible, process multiple items together (e.g., update multiple order statuses)
- Learn shortcuts: Familiarize yourself with quick navigation paths and shortcuts
- Check dashboard regularly: Review your dashboard daily to stay on top of metrics and recent activity
