Finding emails is easier when grouped together by commonalities. This article will detail how to create a new email folder and save emails to it.
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Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
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Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | |||||
Salespersons | |||||
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Creating Folders
You can create email folders. Email folders can contain emails, reducing clutter. To create an email folder, do the following:
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Email folders are located at the top of the list of available emails.
Moving Emails
Once you have created a set of email folders, you can move emails into them. This allows you to group similar emails together in one folder. To move emails into folders, do the following:
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Note: You can only move emails into folders. You cannot move folders into other folders.
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