Insights

So your CRM software just got a new update. That’s great, right? Updates are meant to speed things up, improve productivity, and create an all-round better experience for everyone. Unfortunately, this isn’t always the case, and many CRM users find themselves tearing their hair out when opening a newly updated version of their software. All of a sudden everything is different and it takes twice as long to get tasks done.

Even a system as simple and straightforward as P2xRM can cost you a few clicks to get to certain kinds of information. We all like shortcuts, right? Modern software usually has developed a system of shortcuts, such as toolbars, hotkeys, and menus to increase your productivity. ​But have you found that what seems “easy” and “fast” for the developer isn’t what makes your workday more productive?

As time goes by using P2xRM, more and more data gets stored in the system. That’s a good thing – more data means more information that can help you be more efficient, give better customer service and close more sales. However, when your clients number into the thousands (or even tens or hundreds of thousands) or the vendors you do business with continue to grow in number, then you could resort to scrolling.. and scrolling… and scrolling to find what you’re looking for. There’s a better way – Search Lists. Here’s a few ways to unlock their power: