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Save search as bookmark

To save a search as a bookmark:

  1. Click on the icon

    Search management
    OR
    the symbol

  2. Select the check boxes for searches that you want to save as myCRM bookmarks.

  3. In the myCRM area, navigate to the location where you want to store the bookmarks.
    In the search administration, click the icon

    Save as bookmarks.

Searches that have been added as favorites in the myCRM area are marked with the additional icon

.


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