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Intuitive, Navigability, Learning Curve - Part - 2
Navigability/Ease of Use: You want to be able to quickly navigate from one thing to another in your CRM. This should be true of all of its features but that just can’t always be the case. Some tasks you do frequently, such as entering a contact, searching for a contact, adding a property, or making an appointment with a contact in your database. At a minimum you should be able to accomplish these tasks with a minimum number of clicks, on a minimum number of screens. Since adding a contact is something you do a lot, it should be easy to get to a new contact screen very quickly, and then when you get there it should be quick to add information and quick to retrieve it. In this image, under the logo and to the right of the word Contacts you see an Add button. One click and you’re adding a contact. And that Add button is on almost every screen. That is an example of ease of use.
Think about getting a call from a past client out of the blue. The first thing you do is go to their contact screen and review what you know about them while you are talking to them. How many clicks does it take to get to that ... more

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