Last Revised: Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
Step-by-step guide
How can I Add a Favorite to the List of Favorites?
Click the star icon to Favorite a particular chart, data record, or search.
The star changes from uncolored to colored when selected as a Favorite.
How can I Remove a Favorite from the List of Favorites?
Click the star icon to remove the link to Favorites.
The star changes from colored to uncolored when deselected as a Favorite.
You are looking at a GIF demonstrating How to Add and Remove Favorites from a Record View:
GIF 1. How to Add and Remove a Favorite from a Record View.
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