Bookmarking an item
Bookmark items to add them to Recents in the User Portal for quick access.
Pega Sales Automation
Implementation Guide
You can bookmark the following case types:
- Account
- Activity
- Appointment
- Contact
- Fund request
- Household
- Lead
- Opportunity
- Organization
- Task
- Log in to Pega Sales Automation.
- In the User Portal, select a case type and navigate to it.
- Click the item that you want to bookmark.
- Click .
The Bookmark to recents action Bookmarking an item - Optional: To remove an item from Recents, open it and click
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