Contacts & CRM

Contact pinning and favorites

1 minute read time Difficulty: beginner

Contact pinning and favorites

Pin important contacts to keep them at the top of your list.

How to pin a contact

On web

  1. Open the contact
  2. Click the ⭐ Star/Pin button
  3. The contact moves to the top of your list

On mobile

  • Swipe right on a conversation to pin it

Unpinning

Click the star/pin icon again to remove the pin.

Who sees pins?

Pins are per-user — each agent has their own pinned contacts. Your pins don't affect other team members.

Use cases

  • VIP customers you check on regularly
  • Active deals in negotiation
  • Contacts waiting for follow-up
  • Your most frequent conversations

Tips

  1. Don't pin too many — 5-10 is ideal, more defeats the purpose
  2. Unpin when resolved — Keep your pinned list fresh
  3. Combine with tags — Pin + "vip" tag for important contacts

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