Managing a CRM efficiently can save time, reduce hassle, and improve overall productivity. Instead of wasting valuable minutes navigating through multiple clicks, you can optimize your workflow with a few simple tricks.
In this guide, we’ll show you how to pop up your CRM As A Service window for a distraction-free experience and bookmark your CRM As A Service page in Chrome for quicker access, helping you stay organized and focused on what truly matters.
Popping Up Your CRM Window in Microsoft Teams
Microsoft Teams allows you to pop out certain apps and chats into separate windows. This feature is great for multitasking and keeping your CRM easily accessible while you work on other tasks. Here's how to do it:
Open Microsoft Teams and navigate to CRM As A Service.
Look for the three-dot menu (⋮) on the top right corner of the app.
Click Go to website – a new window will open with your CRM.
Resize and move the window anywhere on your screen for a more flexible workflow.
Using this pop up keeps your CRM separate from the main Teams interface, ensuring a more organized and streamlined workflow. It simplifies the process of tracking deals and managing customer interactions while allowing seamless communication with your team.
Bookmarking Your CRM Page in Chrome
For quick access outside Microsoft Teams, you can bookmark your CRM page in Chrome. This allows you to open your CRM in just one click! Here's how you can set it up:
Open Microsoft Teams on your browser (teams.microsoft.com).
Navigate to CRM As A Service.
Click the star icon ⭐ on the right side of the address bar.
Choose a folder (or create one like "CRM Quick Access") and click Done.
(Optional) Right-click on your CRM bookmark in your Bookmarks Bar and rename it for clarity.
Conclusion
By popping up your CRM window and bookmarking the page in Chrome, you can save time and streamline your workflow. These simple tricks make accessing CRM As A Service more efficient, allowing you to focus on what truly matters—growing your business.
Try them out and make your CRM experience smoother today!
TeamsWork is a Microsoft Partner Network member, and their expertise lies in developing Productivity Apps that harness the power of the Microsoft Teams platform and its dynamic ecosystem. Their SaaS products, including CRM As A Service, Ticketing As A Service and Checklist As A Service, are highly acclaimed by users. Users love the user-friendly interface, seamless integration with Microsoft Teams, and affordable pricing plans. They take pride in developing innovative software solutions that enhance company productivity while being affordable for any budget.
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