Bookmarks

the 'bookmark' feature is designed to help sales representatives manage their prospects and applications more efficiently creating a new collection to create a new collection, click on the hamburger icon select bookmarks tap on the 'create new' button enter a name for your new collection in the space provided click on the 'save collection' button bookmarking a prospect or application once you have created a new collection or chosen an existing one, locate the prospect or application you want to bookmark click the bookmark icon on the top left to the prospect or application a dialog box will appear, allowing you to choose the collection where you want to save the bookmark or create a new collection select the collection where you want to save click on the 'plus' button managing bookmarks to manage your bookmarks, click on the bookmark you will see all the collections you have created and the bookmarks stored in each to rename or delete a bookmark, click on the bookmark and select the appropriate option getting help please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better you can reach out to us at