teamgate support corner

How to make my Leads starred?

Giedre -

Now you can star individual records in your Teamgate Leads list. Seems like an easy way to quickly identify and find the people who you want to contact the most. You can make your Leads important (starred) in these ways:

1. Star your record in the Leads list

2. Star your record at the Lead's card


3. Make your Lead important at the "Create new Lead" pop-up window.


Also, you can use Teamgate filtering option in Leads and search all your starred Leads quickly. Please not: you are able to combine this filtering option with the searching results and any other filtering option.


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