SharpSpring's Conversion Goals feature lets you select and track custom fields that can be used as a place to begin converting more leads. This article will go over how to create and edit folders to organize conversion goals in your account.
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Users: | ||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | ✓ | ||||
Salespersons | |||||
Jr. Salespersons |
Creating Folders
Once you have created conversion goals, folders are the main way of housing like goals together. These could be goals of a similar type, or goals that deal with different parts of a campaign.
To create a folder, do the following:
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Renaming Folders
Folders can be renamed as necessary. To rename a folder, do the following:
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Deleting Folders
You can delete folders that you no longer need.
To delete folders, do the following:
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Moving Goals to Folders
You can move goals from one folder to another. This can help with your collection or archival purposes. To move goals between folders, do the following: |