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Create and Manage Partner Folders

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Bytimothy A
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Overview: 

The Create and Manage Partner Folders feature lets you organize partners into specific folders for better organization. This makes it easier to manage, track, and access partner information efficiently.

Follow these steps to create and manage partner folders:

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

Step 1: On your Dashboard, navigate to the Partners under the Customers section.
Step 2: You will then be navigated to the Partners tab.
Step 2: You will then be navigated to the Partners tab.
Step 3: Click on Manage Folder to view all hidden folders. 
Step 3: Click on Manage Folder to view all hidden folders.
Step 4: Once all hidden folders are visible, you can click the plus sign icon to create a new folder.
Step 4: Once all hidden folders are visible, you can click the plus sign icon to create a new folder.
Step 5: A pop-up window will appear where you can add a new partner folder or manage existing ones.
Step 5: A pop-up window will appear where you can add a new partner folder or manage existing ones.
Step 6: To access and manage your existing folders, click the Manage Folders dropdown menu.
Step 6: To access and manage your existing folders, click the Manage Folders dropdown menu.
Step 7: Once open, you can perform actions such as renaming or deleting them.
Step 7: Once open, you can perform actions such as renaming or deleting them.
Step 8: After entering the new partner folder name, click Done to save and apply the changes.
Step 8: After entering the new partner folder name, click Done to save and apply the changes.
Step 9: A confirmation pop-up will appear, and your new folder will be displayed among the hidden folders.
Step 9: A confirmation pop-up will appear, and your new folder will be displayed among the hidden folders.

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