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How to Create a Favorite Contact List

How to Create a Favorite Contact List

Revenue.io enables you to create a list of favorite contacts. For example, frequently dialed accounts or close colleagues might be good candidates for your Favorites list. There are two ways to Favorite contacts: searching for contacts in your dialer and adding contacts manually.

Adding Favorite Contacts Through Search

StepDescription
Step 1: Click on Contactsmceclip0.png
Step 2: On the “Search” tab, search for the name of a contact.mceclip1.png
Step 3: Click the star next to your contact’s name
Note: There will now be a gold star next to your contact’s name (indicating that contact was added to your favorites list).
mceclip2.png
Step 4: To view your list of favorite contacts click on Favoritesmceclip3.png

Adding Contacts Manually

StepDescription
Step 1: Click on Contactsmceclip0_1.png
Step 2: Click Favoritesmceclip4.png
Step 3: Click Add Favoritemceclip5.png
Step 4: Add your contact’s Name and Phone Number and click Save623b63cdc6d692446f9d46af3a61996d8f7b24d03a40a229ca2595d4ea3828b8.png
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