In the "My Favorites" section, find the contacts and companies to which you have assigned the following situations:
- Followed
- Leads
- Clients
- Not interested
Selection of my favorite contacts or companies
Filter by type of situation contacts or companies
Situation of a contact (contact sheet)
Contact Status: Followed - Leads - Clients - Not interested.
Right click to select or change the contact status.
Situation of a contact (list mode)
Qualify the situation of a contact by clicking on the star to the left of the contact or by right-clicking to select the situation directly from the list displayed.
Blue = Followed
Green = lead
Yellow= Client
Red= Not interested (new)
Click Once for blue, twice for green, 3 times for yellow and 4 times for red.
Situation of a company (company sheet)
Click on the star or right click to qualify the commercial situation of the company according to the 4 types:
Blue = Followed
Green = lead
Yellow= Client
Red= Not interested (new)
Click Once for blue, twice for green, 3 times for yellow and 4 times for red.
Situation of a company (list mode)
Qualify the situation of a company by clicking on the star to the left of it or by right-clicking to choose the situation directly from the list displayed.
Blue = Followed
Green = lead
Yellow= Client
Rouge = Not interested (new)
Click Once for blue, twice for green, 3 times for yellow and 4 times for red.
Favorites in «Filters»
Find your favorites by type of situation assigned through the filters in order to display the result in list mode and possibly to rework it directly in the platform or export it if necessary.