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

Step 1: Click on Contacts

User-added image

Step 2: Search for the name of a contact

User-added image

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).


User-added image
User-added image

Step 4: To view your list of favorite contacts click onFavorites

User-added image


Your VIP contact will now appear on your favorites list:

User-added image

 

Adding Contacts Manually

Step 1: Click on Contacts

User-added image

Step 2: Click Favorites

User-added image

Step 3: Click Manually add new favorite

User-added image

Step 4: Add your contact's Name and Phone Number and click Save

User-added image

Was this article helpful?

/