The star icon denotes a Salesloft “favorite” Person. You decide when the star makes the most sense for your instance. The star could be for the prospects you want to focus on the most, the star could represent the most important stakeholder in an account, or the star could represent your favorite clients (we all have them).  

In this article, you will learn about the Star label, including: 

• Before You Star a Person
• Video -  Star Person
• Star a Person Instructions
• Additional Information: Star a Person
• Next Steps

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Before You Star a Person

• You must have the “Manage People” permission enabled for your role to mark a Person with a star. This permission is enabled by default for the standard Salesloft admin and user roles. 
• If a person in a Cadence is “starred” they will be moved to the top of the Cadence.

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Video - Star Person

For an overview of marking a person as a favorite, check out the video below:

 

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Star a Person Instructions

To add the star label to any Person, you can edit the Person record from the following locations:

• Person Profile Page: Select the Star icon in the upper left corner of the Person Information panel.
• People Lists People Page or the People tab Inside a Cadence: Editing from the People lists in Salesloft is particularly useful if you would like to update the label for multiple people at the same time.  

To mark someone with a star label from a People list view, follow these steps:

1. Navigate to a People Page: Go to the People Page or the People tab Inside a Cadence.
2. Select People: Select the Person (or People) you want to star.
3. Open the Dropdown Menu: When you select a Person, a line of People action items will appear at the top of your list. Click More. Dropdown options will appear.
4. Mark Star: Select Mark Star. A star will appear next to the Person's name and a notification will pop up to inform you the People have been starred.

If you would like to remove a star, follow the same steps listed above, but select Remove Star instead of Mark Star.

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Additional Information: Star a Person

When a Person has been starred by a Salesloft user, the star icon will be highlighted to the left of the Person's name on the People page list.

Figure 2: Star Icon

The star icon will also appear in the upper right corner of the Person Panel on the Person Profile Page. You can select the star icon on the Person Profile page to mark someone with the star, or, if they have already been marked with the star, you can remove the star label.

Figure 3: Star Icon located on the Person Profile Page

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Next Steps

Periodically check your favorites list to make sure it's still up to date. To check your list, go to the People page and filter by the Status. Select “Starred.”