Mark Favorite Records
Mark your favorite records so that you can find them more easily. To mark a favorite record, you:
-
Click the favorite icon in the edit page of a record.
-
In Workspace, click the favorite icon for the record in the list page.
Note: Your administrator must enable the favorites functionality in Workspace. See the related topic, Enable the Favorite Field for Quick Access to Records.
You can mark favorites in these areas:
-
Accounts and contacts
-
Assets
-
Activities
-
Campaigns
-
Deal registrations
-
Leads
-
Opportunities
-
Partners and partner contacts
-
Territories
-
Custom objects
You can also mark favorites in the CX Sales Mobile app and in Sales for Microsoft 365.