Save time by instantly accessing key tools and personalized URLs from every Contact card.
Set up links that use merge fields to adapt to every contact - for a fully personalized experience. Quick Links give you the flexibility to connect to any page you need. You can even create direct links to deeper parts of Salesmsg - like specific settings pages or configuration tools - making it easier for your team to jump straight to exactly what they need in the Salesmsg platform.
Stop wasting time searching for tools and dive right into any resources you need from every Contact card. Quick Links let you open CRMs, help docs, or external apps from any Contact card with just one click. Everything is right where you need it, so you can stay focused and move onto your next task. It's the most efficient way to access the tools that power your day.
Customize your workspace in seconds with Quick Links that are simple to create and manage. From the new Settings page, you can add, edit, or remove links to keep everything up to date. Rearrange the Quick Links card inside the Contact view to match your tasks and priorities. This new Settings page is built for flexibility, so you stay in control and keep things running smoothly.
View up to five Quick Links instantly or click to see the full list with a built-in search. Whether you are managing a few links or dozens, everything stays organized and accessible - so you can find what you need fast. This transforms every Contact card into a powerful, searchable hub of information.
Keep control in the right hands with smart, permission-based access to Quick Links. Only team members with the proper roles can create or manage links, ensuring your setup stays organized and secure. This built-in access protection gives you peace of mind while keeping your workflows efficient and compliant.
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