10 Orbit power tips most users never find
These ten Orbit tips are the small moves that make the difference between using a CRM and running on one. From the quick-add shortcut to using custom fields as deal scores to the one setting that makes Tess sound more human, each takes a minute to set up and saves you hours over a month. Bookmark this and steal them all.
The 10 power tips
Numbered so you can jump to the ones you do not already use.
- 1Quick-add anything. Use the quick-add shortcut to drop a contact, task, or note from anywhere in Orbit without breaking your flow. Capture in the moment beats remembering later.
- 2Bulk-tag in one pass. Select a batch of contacts, apply a tag to all of them at once, and your smart views light up instantly. The fastest way to clean up an imported list.
- 3Pin your smart views. Pin the two or three views you live in, like Overdue Follow-up and Tier A, so they sit one click away every time you open Orbit.
- 4Batch your agent cards. Clear the whole stack in one ten-minute morning pass: approve, edit, dismiss. Reacting to cards all day is the slow way; batching is the pro way.
- 5Use Remy's transfer-to-cell. When Remy answers your line and a hot caller wants you now, it can transfer the live call straight to your cell. You catch the buyer at peak intent.
- 6Treat notes as a daily log. Drop a quick note on a contact after every interaction. Over time the timeline becomes a searchable record of every relationship, which is most of what clients call great service.
- 7Clone a pipeline stage setup. Built a pipeline you like? Clone it for a second deal type instead of rebuilding from scratch. Your structure stays consistent across pipelines.
- 8Use custom fields as deal scores. Add a custom field like "fit 1-5" or "urgency", then sort or filter your pipeline by it. Now your pipeline tells you what to work next, not just what exists.
- 9Make Ava's report your dashboard. Treat the Monday metrics briefing as your week's control panel. Reread it Friday against reality, and the gap tells you where to focus.
- 10Tune the setting that makes Tess sound human. Adjust Tess's tone and length settings so her drafts read like you, not like a template. The closer her voice is to yours, the more you approve without editing.
Bookmark this page. Most people find tip 5, the Remy transfer-to-cell, and tip 8, custom fields as deal scores, months after they could have. Set them up today and skip the wait.
Which tips matter most?
If you only do three: pin your smart views, batch your agent cards, and tune Tess. Those three change how Orbit feels day to day. The card batch alone turns the agents from background noise into a tidy AI sales assistant queue you clear over coffee.
And do not sleep on notes-as-daily-log. It is the cheapest habit with the biggest payoff, because remembering what someone told you last time is the whole game. It pairs perfectly with how to take meeting notes in a CRM.
Keep exploring
Frequently asked questions
What is the fastest way to add a contact in Orbit?+
Use the quick-add shortcut. It lets you drop a contact, task, or note from anywhere in Orbit without leaving what you are doing. Capturing in the moment is the single best CRM habit, because the context you would forget by Friday gets saved while it is fresh.
How do I tag a lot of contacts at once in Orbit?+
Select the contacts you want, then apply a tag to the whole batch in one action. This bulk-tagging move is the fastest way to organize an imported list or a stack of new saves, and it makes your smart views accurate immediately instead of one contact at a time.
Can Remy transfer a call to my phone?+
Yes. When Remy answers your line and a caller is clearly hot and wants you now, it can transfer the live call straight to your cell. That catches the buyer at peak intent instead of booking a callback. Remy still follows your calling hours and caps, and the line is disclosed as recorded.
How do I use custom fields as a deal score?+
Add a custom field to your pipeline like "fit 1-5" or "urgency", fill it in as deals come in, then sort or filter by it. Your pipeline now ranks itself, so you work the highest-fit, most-urgent deals first instead of just scrolling through everything that happens to be open.
How do I make Tess sound more like me?+
Tune Tess's tone and length settings so her drafts match your real voice. The closer her phrasing is to how you actually write, the more cards you approve without editing. It is a one-time adjustment that pays off every single morning when her follow-up drafts land.
Ten tricks, one afternoon, hours saved
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