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Adding and Managing Folders

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Bytimothy A
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Overview: 

To add and manage folders, create folders, and organize items by placing them in the appropriate folder. This helps keep your data organized and makes it easier to locate and manage items.

Follow these steps to add and manage folders:

Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.

Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.
Step 2: Click on the ‘+ Create’ button. A drop-down will appear, then select Folder. 
Step 2: Click on the ‘+ Create’ button. A drop-down will appear, then select Folder.
Step 3: Enter the new folder’s name and click Done to create it.
Step 3: Enter the new folder’s name and click Done to create it.
Step 4:  If you want to manage existing folders, click on ‘Manage Folder.’ This will show you a list of all existing folders. There’s an Edit and a Delete button in the Actions column for non-default folders.  
Step 4: If you want to manage existing folders, click on ‘Manage Folder.’ This will show you a list of all existing folders. There’s an Edit and a Delete button in the Actions column for non-default folders.
Step 5: When you are finished managing your folders, click Done. 
Step 5: When you are finished managing your folders, click Done.

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