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.
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.
Settings

Create Links

  • In the Create Quick Link popup, add a name and URL for the Quick Link.
Create Link

  • Select create to add a new Quick Link.
Link Created

  • This Quick Link will be present in the left navigation panel of the Home Page of Territory Management App.
Link Home Page

  • Click on the Quick Link to redirect to the configured URL.
Link Output

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.
Create Popup

  • Select create to create a new Quick Link.
Popup Created

  • This Quick Link will be listed in the left navigation panel of the Home Page. Click on the Quick Link to view the popup.
Home Page