Bookmarking and sharing items
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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