Last Revised:11 Feb 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read.
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):
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: