Fintesk interface
The interface is the place where you can interact with the Fintesk software and keep track of your sales and data. As a busy salesperson, you may need to quickly move around in the Fintesk app to find the information that is most relevant to you.
To aid you in your quick maneuvering, Fintesk has different ways of navigating and making your experience more personalized.
Navigating Fintesk
Pressing the number keys associated with each tab in the primary navigation will bring you right to that specific portion of Fintesk.
Keyboard shortcuts
You can use shortcuts to perform quick actions in Fintesk.
General shortcuts
| Action | Shortcut |
|---|---|
| Open quick add menu | . |
Add items shortcuts
To add a new item, you can click on the + sign at the top of the page, or else click your full stop button on your keyboard (.).
Every item in Fintesk has its own shortcut. Pressing the keys associated in the Quick menu section will immediately open the Add new dialog for the intended item, which is useful for a large number of tasks, such as quickly adding a note to a contact that calls you unexpectedly.
| Item | Shortcut |
|---|---|
| Deal | D |
| Activity | A |
| Person | P |
| Organization | O |
| Product | R |