Managing Favorite Presentations
- CRM Desktop (Mac, Windows)
- Windows Tablet
Users can indicate their favorite or most commonly used presentations by selecting the heart icon displayed over each presentation thumbnail in the media library. Presentations marked as favorites display in the Favorites tab of the media library. Users can deselect the heart icon to remove presentations from their favorites.
For example, Sarah Jones uses the same Cholecap presentation to introduce target accounts to Cholecap. She selects the heart icon for the presentation to add it to her favorite presentations. Now, Sarah can quickly find the presentation in the Favorites tab rather than scrolling through all her presentations in her media library.
Ensure initial configuration is complete to use this functionality.