Steps
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Open the Dashboard. «Quick actions» shows four buttons by default; tap one to go straight to that screen.
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To change them, tap the gear «Choose actions». You can pick from Visit, Sell, Watch, Buy, Database, Products, Clients, Catalog, Reports, Notes, More and Settings, and reorder them. Up to 8 fit.
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The choice is yours: it is saved to your user and follows you to another phone. If your role lacks permission for an action, its button is gray and tapping it tells you why.
Related guides
- What do the numbers on the SELBUK dashboard mean?
- How do I use the left menu and why are some modules greyed out?
- How do I see what users search for in the manual?
- How do I ask the manual’s assistant and watch a topic’s video?
- How do I see data for one sales rep or for all of them?
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