1. Implementation Reference
  2. How Users Mark Favorite Records

How Users Mark Favorite Records

Salespeople can mark records as favorites so that they can find them more easily. To mark a favorite record, salespeople:

  • Click the favorite icon in the edit page of a record.

  • In Workspace, click the favorite icon for the record in the list page of an object.

    Note: You must enable the favorites functionality in Workspace. See the related topic, Enable the Favorite Field for Quick Access to Records.

To view a list of all their favorites, salespeople can click the Favorites and Recent Items icon in the global header.

Currently, salespeople can mark favorites for:

  • Accounts and contacts

  • Assets

  • Activities

  • Campaigns

  • Deal registrations

  • Leads

  • Opportunities

  • Partners and partner contacts

  • Territories

  • Custom objects

Favorites are also available in CX Sales Mobile and in Sales for Microsoft 365.

Related Topics