Tips and Tricks
Small habits and shortcuts that save time every day.
Small habits that save time every day.
Find Things Fast
- Press Ctrl+K (Cmd+K on a Mac) anywhere to search leads, customers and contacts by name, company, email or phone.
- Ask Ava: "Summarize my day", "Who are my hottest leads?" or "How do I turn on 2FA?". Her quick actions (Summarize My Day, Hottest Leads, Draft Replies) are one click away.
- Filters stay in the page address. Bookmark a filtered lead list, or send the link to a teammate.
Work the Inbox
- The Waiting for Me tab shows only conversations that need you.
- Snooze a conversation (1 hour, tomorrow 9 AM, next week or a date) to clear it until it matters.
- Tick Assigned to Me in Filters to see only your own conversations.
- Use Insert Template… instead of retyping common answers.
Leads
- Drag cards on the lead Board to change their stage.
- Tick several rows to assign, tag or enrich them in one go.
- Click the "follow-ups due" count on the Pipeline to see only overdue leads.
- In Lead Generation, Approve All Hot approves every hot result at once.
Calls
- Switch Available for calls off in your avatar menu when you're busy.
- On a live AI call, Whisper gives the AI a hint the caller doesn't hear.
Campaigns and Calendar
- Clone a finished campaign to reuse its setup.
- Double-click a day in the Calendar to book a meeting.
- Copy Link on an event type gives you a booking link to paste into an email.
Make It Comfortable
- Settings > Theme Preferences: light, dark or system, and a denser layout to fit more on screen.
- Settings > Notifications: mute channels and set notification quiet hours.