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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 โ†’ 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! ๐Ÿ˜ƒ

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Swathy

Swathy