Last Revised: Written by Veloxity CRM Time Estimate: About 1 minute to read.
Step-by-step guide
You are looking at a screenshot demonstrating how to Favorite a Search:
Figure 1. How to Favorite a Search.
The following instructions correspond with the numbers in Figure 1. How to Favorite a Search (see above):
Item |
How to Use |
---|---|
1. Search | Click Search on the Main Menu and select the type of Search you wish to create. |
2. Search Term | Enter your Search Term. In this example, we are searching for Contacts with a mailing address of California. |
3. Favorite | Click the star to Favorite the search. |
4. Save Details | Enter details for the search:
|
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