The favorite contacts feature lets each user mark the most important contacts for quick access. Favorites are individual per user.
How to mark a contact as favorite
To add a contact to favorites:
- Open the contact card
- Click the More options button (three dots)
- Select Add to favorites
- Complete the form:
- Save the changes
Where to see your favorites
Favorite contacts appear in the Favorites tab in the Contacts section, alongside "All contacts".
| Column | Description |
|---|---|
| Name | Contact name (link to their card) |
| Email address | |
| Playbook | Current playbook |
| Status | Current stage in the playbook |
| Category | Favorite category |
| Reason | Why they are a favorite |
Benefits of using favorites
- Quick access: Find your important contacts without searching
- Organization: Group contacts by custom categories
- Context: The reason helps you remember why you marked that contact
- Personalization: Each user has their own favorites
How to remove a favorite
To remove a contact from favorites:
- From the contact card: More options > Remove favorite
- From the favorites table: Delete button on the contact row
Favorite categories
Categories are fully customizable. Example categories: VIP, High priority, Imminent decision, Special follow-up, Key customer.
Limitations
- Favorites are individual: not shared with the team
- You can only have one favorite per contact
- No bulk actions for favorites
- The favorites list cannot be exported
Conclusion
Favorite contacts are a personal productivity tool. Use categories and reasons to organize and remember why each contact is important.
Relevant scenarios
- Salespersons managing key accounts who need quick access
- Following up on opportunities in the final stage of negotiation
- Contacts requiring personalized attention or special conditions
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