Add a Flag to a Record

The standard workspace for answer, incident, opportunity, contact, and organization records includes a flag that lets you define the priority and enter a message regarding the record. When other staff members open the record, the flag and text you added appear on the record.

1. Click the area next to the white flag at the top of the content pane. A menu displays options for selecting the importance of the flag and editing text in the banner.
2. To change the importance of the flag from No Importance, select High (indicated by a red flag), Medium (indicated by a blue flag), or Low (indicated by a green flag).
3. To add text to the flag, select Edit Flag Text and enter text in the field.