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▶️ Pinning Activity in the Contact Profile

The activity pinning feature allows you to bring important contact activity to the top of the activity feed.

 

  1. From the main menu, click Contacts.

  2. Click the highlighted name of the contact you would like to view from the contact list
    Screen_Shot_2018-11-12_at_11.07.29.png


  3. Once inside of the contact's profile, click the Pin icon next to the activity you wish to be pulled to the top of the activity feed

    Screen_Shot_2018-11-12_at_11.10.09.png


  4. Pinned activity can be toggled to and from the top of the activity log by clicking the Show Pinned slider

    Screen_Shot_2018-11-12_at_11.10.09.png

  5. To unpin an action, simply click on the Pin icon next  to activity that is already "pinned".  This will remove the pin.

    Screen_Shot_2018-11-13_at_09.50.32.png

 

 

If you have any questions or comments on any of the instructions above, please feel free to reach out to us at any time at support@reiblackbook.com

 

 

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