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Favorites: How to Add/Remove a Contact file

How to Add/Remove a Contact file to Favorites


Adding a Contact to your Favorites
1.    When in a Contact file, in the top header click on the ‘Heart’ icon to add this Contact to your Favorites list.  

2.    Once the contact is added the ‘Heart’ will turn red as shown above.


You now have quick access to this contact from anywhere in Deal Automator by clicking on the ‘Heart’ icon located in the top Navigation tool bar.


Removing a Contact from your Favorites
1.    When in a Contact file that is added to your Favorites list click on the ‘Heart’ icon in the top header. 

2.    Once a contact is ‘removed’ the ‘Heart’ icon will go gray as shown above.


Choose files or drag and drop files
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  1. QA Team

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