Organizing Action Groups

Lead Gen & CRM provides ways for you to create powerful automations based on your lead behaviors with action groups. As you grow your account and build workflows, it's important to keep them organized for easy access. This article will provide an overview of creating and using action group folders and how to move, rename, and copy action groups.

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Article Contents

• Creating Action Group Folders
• Moving Action Groups
• Renaming Action Groups
• Copying Action Groups

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Automation

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers
Salespersons
Jr. Salespersons

Creating Action Group Folders

Once you've created various action groups, you can create a new folder to house action groups.

To create action group folders, do the following:

1. Click Automation > Action Groups in the left toolbar.
2. Locate the desired action group and click    Options > Move to Folder.
3. Select New Folder.
   
   
4. Enter a name for the folder.
5. Click OK.
   
   

Note: After creating an action group folder, you can edit the folder name at any time in the Action Groups menu. Click the    Edit icon next to a folder to edit the name

Moving Action Groups

You can move an action group from one folder to another.

To move action groups, do the following:

1. Click Automation > Action Groups in the left toolbar.
2. Locate the desired action group and click    Options > Move to Folder.
3. Select the folder to move the action group to.
   
   

Renaming Action Groups

You can rename action groups as necessary.

To rename an action group, do the following:

1. Click Automation > Action Groups in the left toolbar.
2. Locate the desired action group and click    Options > Rename.
   
   
3. Enter a new name for the action group.
4. Click OK.
   
   

Copying Action Groups

You can copy existing action groups.

To copy an action group, do the following:

1. Click Automation > Action Groups in the left toolbar.
2. Locate the desired action group and click    Options > Copy.
   
   
3. Enter a name for the copied action group.
4. Click OK.