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Bookmarking and sharing items

Updated on November 10, 2021

You can now bookmark Pega Sales Automation items to add them to Recents in the User Portal for quick access. You can also copy a shareable link to share an item with another Pega Sales Automation user.

Pega Sales Automation Release Notes

You can bookmark or share items of the following case types:

  • Account
  • Activity
  • Appointment
  • Contact
  • Fund request
  • Household
  • Lead
  • Opportunity
  • Organization
  • Task

For more information see Bookmarking an item and Enabling sharing items through a shareable link.

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