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How do I add Quick Links in the Territory Management App?
Updated on August 8, 2020 03:44AM by Admin
Quick Links may contain multiple links where a user can use often enabling him to access fastly. The Quick Links consists of two types as listed below:
- Link - The created Quick Link will redirect you to the mentioned URL.
- Popup - The created Quick Link will display a pop-up.
Steps to Create Quick Links
The Territory Management App of Apptivo allows users to create two types of Quick Links:
- Links
- Popups
- Select the Settings icon from the App Header of the Territory Management App.
- Select General → Quick Links from the left navigation panel of the Settings page.
- Click the Add button located at the top right corner of the Quick Links Page.
Create Links
- In the Create Quick Link popup, add a name and URL for the Quick Link.
- Select create to add a new Quick Link.
- This Quick Link will be present in the left navigation panel of the Home Page of Territory Management App.
- Click on the Quick Link to redirect to the configured URL.
Create Popups
- In the Create Quick Link popup, add a name for the Quick Link. Select the Popup radio button and add a message to be shown in the popup.
- Select create to create a new Quick Link.
- This Quick Link will be listed in the left navigation panel of the Home Page. Click on the Quick Link to view the popup.
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