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

Step 2: On the "Search" tab, search for the name of a contact.

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).

Step 4: To view your list of favorite contacts click on Favorites

 

Adding Contacts Manually

Step 1: Click on Contacts

Step 2: Click Favorites

Step 3: Click Add Favorite

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

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