Folders let you group leads however makes sense for your workflow — by campaign, priority, team member, or any other category you choose.

How to create a folder:
Go to your lead list and look for the Folders option in the sidebar or above your lead list. Click New Folder, give it a name, and save.

How to add leads to a folder:
Open a lead in Quick View or the full detail page. Find the Folder field, select the folder from the dropdown, and save. You can move leads between folders at any time.

How to view a folder:
Click the folder name in the sidebar to filter your lead list to only show leads in that folder.

Tips:

• Use folders like "Hot Leads", "Call Back This Week", or "Closed Won" to keep your pipeline organised.
• A lead can only be in one folder at a time.