Prospect CRM is a cloud based CRM that users access via their web browser. This guide provides hints and tips on how to benefit from web browser features to create the best user experience for Prospect CRM when used on Chrome and Firefox.
Bookmarking Regularly Used Pages
The bookmark tool allows you to save a specific web page for you to easily come back to later. Within both browsers, navigate to the web page you wish to bookmark - such as a Report you use regularly or the Prospect CRM homepage - and click the star button within the URL bar.
Once you've bookmarked your favourite pages, you can easily view these within your web browser.
To view all bookmarked pages in Chrome, head to the top right-hand corner of the browser and click on the settings icon. From there, click on 'Bookmarks' to access your bookmarked pages.
In Firefox, the process is similar. Simply click on the settings in the top right-hand corner of the browser. From there, click on 'Bookmarks' to access your bookmarked pages.
Tip: Both browsers will have the option to display a bookmark tab at the top of your browser, making access to your bookmarked pages even quicker.
Creating a Shortcut
All web browsers allow you to create a shortcut that you can place on your desktop, meaning you can access the web page without even having to start your web browser.
To create a shortcut, right-click anywhere on the web-page you wish to save and press the "Save as..." option. From there, you can save the shortcut to your desktop.
Opening Multiple Tabs
Opening multiple tabs allows you to have one or more separate web pages open at the same time, so it's great for multitasking. For example, if you need to work on various CRM records at once, having separate tabs open can help.
There are several ways to open a new tab, including:
Clicking the plus icon on the tab bar
Middle clicking any hyperlink/button
Right clicking on an image and selecting the "Open image in a new tab" option.
Using the command Ctrl + N