Modules
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Fleet on Street
Hamburger Menu
Bookmarks
4min
The 'Bookmark' feature is designed to help sales representatives manage their prospects and applications more efficiently.
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- To create a new collection, click on the hamburger iconΒ
- Select bookmarksΒ
- Tap on the 'Create New' button.
- Enter a name for your new collection in the space provided.
- Click on the 'Save Collection' button.
- 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.
- 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 [email protected].
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Updated 11 Oct 2024
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