How do I split a folder into two?
How do I make a folder private?
How do I make default columns for this specific Folder?
- Go to Administration > Folders & Settings
- Click the
next to the Folder you wish to delete.
Note: Once a Folder is deleted, all data from the Folder is permanently lost. Be sure that you want to delete the campaign before you do so.
Merging folders is the process of moving leads from one folder into another folder with leads. When considering this process, take a look at the custom fields (click here for more information) for each folder. If these do not match up, the data in the custom fields may not match the field names. If you move leads into the same folder whose custom fields do not match, some of those leads will look like they're mislabeled. You might end up with a DOB field containing a vehicle make, or some similar consequence.
We do not recommend merging web lead folders. Depending on the custom fields, this could prevent future web leads from being entered into Blitz properly.
- Go to Administration > Folders & Settings
- Click
next to the Folder to move all the leads from this folder into another Folder.
- Choose your target folder and click Move leads
How do I split a folder into two?
- Create a new Folder to move leads to by going to Administration > Folders & Settings and clicking
. Or, if you would like to copy the settings from another campaign (such as custom columns), click the blue boxes (
) to the right of the folders you wish to copy and create the new Folders that way.
- Open your existing folder that you'd like to split by going to Leads > All Leads By Folder and choosing the Folder in the dropdown.
- Filter your list to find the leads you'd like to move to the new folder created in step 1.
- Click the top checkbox on the list to select all on the page
- If there are more than 1 page of leads to move, click the "Select all X leads in the list" link at the top of the page to select them all
- Use the Select Action dropdown to move leads to your new folder. Continue this step until all leads have been moved.
How do I make default columns?
- Go to Administration
- Click on Folders & Settings
- Next to the folder you wish to edit, click
.
- Click the tab titled “Default Columns”
- Checkbox the desired columns and uncheck any you would not like to see when viewing this folder.
- Click the save button on the bottom of the page.
Now when you view this folder, it will display on the check-boxed columns.
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