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How to Add Records to My Favorites
How to Add Records to My Favorites
Updated over a week ago

Whether you want to add a Deal, Property, List or Note to My Favorites, it's possible with just a few clicks.

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Simply go to the task or record page of an object you wish to add to My Favorites.

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Click on the star icon and then a pop-up notification will appear confirming it has been added.

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Click on the Favorites List and you will see it has been added.

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To edit the list or rearrange the order, click on Edit Favorites

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Drag and drop to rearrange the order

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To delete, click on the X.

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You will be prompted to confirm the deletion - click OK.

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You will see an updated list of My Favorites that the removal has been made.

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