How do I Add Quick Links in Customers App?

By default quick links in the customer home page contain several links which guides you to different apps. Your homepage can be customized by adding your own quick links by customizing settings.

Lets go through the following steps to add quick links.

Steps to add Quick Links

1. Log in and access Customers App from your universal navigation menu bar.
   
2. Click on “More” icon and select “Settings” located at the app header bar.
   
3. Click on “Quick Links” from left navigation panel.
   
4. Click on “Add” button to add new quick links and specify:
• Name
• URL
   
5. Click on "Create" button to complete.
   
6. You can update the quick link information by clicking on "Edit" icon, if needed.
7. You are allowed to delete the created quick links also.
8. You can view quick links in customers home page as shown in the image below:
    

Related Links

• Add leads to a customer.
• Add opportunities to a customer
• Add my customers