1. Using Sales
  2. Mark Favorite Records

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.

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