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
- Open the contact
- Click the ⭐ Star/Pin button
- 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
- Don't pin too many — 5-10 is ideal, more defeats the purpose
- Unpin when resolved — Keep your pinned list fresh
- Combine with tags — Pin + "vip" tag for important contacts
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