Save time by instantly accessing key tools and personalized URLs from every Contact card.
Create Personalized URLs for Every Contact
Set up links that use merge fields to adapt to every contact. For example, you can add contact names or IDs into each URL. If the data is missing, the link will disable itself - keeping things clean.
Access Resources in One Click
Open CRM profiles, help docs, or any external tool straight from the Contact card. All links open in a new tab, saving you time and clicks.
Manage and Organize With Ease
Add, edit, or delete Quick Links right from the new Settings page. Drag and drop the card within the Contact view to keep your workspace organized.
See and Search All Links
View up to five links per Contact at a glance, or click “See All” to browse all links with built-in search. Either way, find what you need fast.
Secure Role-Based Access
Only applicable roles on your team can create or manage links. Observers can’t view or edit Quick Links - ensuring control stays with the right team members.
