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
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Step 1: Click on Contacts |
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Step 2: On the "Search" tab, search for the name of a contact. |
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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). |
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Step 4: To view your list of favorite contacts click on Favorites |
Adding Contacts Manually
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Step 1: Click on Contacts |
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Step 2: Click Favorites |
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Step 3: Click Add Favorite |
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Step 4: Add your contact's Name and Phone Number and click Save |