Expert Privyr users have been using these 4 productivity hacks to trim minutes off their daily routine. Swipe, share, done! Here’s how you can also unlock a faster, smarter Privyr experience.
I left my favourite hack for last. 😉
Swipe left and right to view your clients ⬅️ ➡️
Did you know you can swipe left or right to move between client profiles? No need to go back to your Client List every time.
Customise your follow-up schedule ⏰
By default, Privyr automatically sets follow-up reminders 3 days after you’ve contacted a lead, but you can always customise this schedule to fit your sales process.
Ensure Privyr pings you at the right time for follow-ups, whether that’s 1 day, 3 days, or even 1 month later.
Just go to Settings → Follow Ups to update your default settings, where you can also update your preferred follow-up time and more.
Copy link to share your Files & Pages 🔗
This shortcut is useful when you want to get a link to share your Files or Pages in an existing conversation.
For example, you’re already talking to a lead in an email thread or their social media DMs, so you don’t want to start a brand new thread or conversation. Just tap on the “Copy Link” button to get a link you can send them directly.
If you’ve been sharing your Privyr content like this on mobile, it’s now available on Web as well! 😉
Share Files directly from another app to Privyr
This is my favourite hack that more people should know about! Want to add a PDF file from your WhatsApp, Telegram, or any other app to Privyr?
Just open the file and tap “Share” to send it directly to Privyr—no need to download it to your phone or dig through your File Manager.
– Team Privyr
