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“Show me all high-priority leads assigned to Sarah” or “Find invoices over $5,000 from last quarter”Stages
Ask Your Knowlix to help configure stages for your workflow. Simply describe your process, and Knowlix Teammates can suggest or create stage configurations automatically.Export / Import Data
“Export all customers with their email addresses” or “How do I import a product list?”Reporting
“Show me this month’s sales by product category” or “Create a report of overdue invoices”Contacts
“Create a new contact for ABC Corporation with email info@abccorp.com” or “Update Sarah’s phone number to 555-1234”Activities
“Schedule a follow-up call with John tomorrow at 2pm”In-App Purchase
“What premium services does Knowlix offer?” or “How many SMS credits do I have left?”HTML Editor
“Write a professional email template for welcoming new customers” or “Create a bulleted list of our product features”Property Fields
“Add a ‘Priority Level’ selection field to my CRM leads”Keyboard Shortcuts
Hold Ctrl (Windows/Linux) or Command (macOS) to display keyboard shortcuts for interactive elements on the current page.