Adding Favorites

Users have the ability to create Favorites for specific Leads they are working for. This must first be approved by the Account Owner or a Super Admin and activated under the Settings section of TLD.

1. From Settings select Options

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2. From the Contact Tab locate the options listed Max Favorites. Enter the number of Favorites approved by the Super Admin or Account Owner. Click the Save Icon to save changes

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3. Favorites will be found on the Users TLDCRM screen under My Business -> My Favorites. 

4. When this feature is active, Users just select the Star to the Left of the Customer’s Name to add to Favorites