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