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How to star a customer

How to star a customer

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  • This article guides you on how to star customers on the featureOS Dashboard, allowing for quick bookmarking of important customers.
  • The article emphasizes the benefits of starring customers, particularly for identifying valuable contributors or distinguishing them from passive observers.
  • The process is described in three simple steps:
  • Access the featureOS Dashboard.
  • Navigate to the 'All Customers' section under Insights.
  • Click on the star icon next to a customer's details to mark them as important.
  • The article also provides contact information for support in case of further assistance.

Have you ever found yourself in a situation where you need a quick way to bookmark important customers on your organization's Dashboard?

Whether it's distinguishing a valuable post contributor like John Doe from a silent observer, starring a customer can be your solution!

Getting Started

  1. Head to the featureOS Dashboard.

  2. Choose People → All Customers in the left panel. This section comprehensively lists every customer in your organization.

  3. To star a customer, simply click on the star icon adjacent to their details.

    Admins cannot be starred.

Need more help?

Reach out to our support at [email protected] or submit a request on our support board! 😃

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Swathy

Swathy