You’ll need to be an Owner, Admin or Staff to create, move, edit, and delete folders as well as move items within and between folders.
Create folders to organize your customer lists, opportunity lists, and lists of saved charts.
Here’s what we cover in this article:
Creating folders
Folders are visible to your entire team. Moving a saved chart or list into a folder doesn’t change its visibility. Private charts stay private, and shared charts stay shared irrespective of the folder they’re in.
Create folders to organize:
- Saved charts under Reports > Saved Charts
- Customer lists under Customers
- Opportunity lists under Opportunities
To create a folder:
- Click Add Folder.
- Enter the Name of your folder and click Add.
Rearranging folders and items
Drag and drop folders, lists, and charts to change their order. Drag and drop lists and charts to move them between folders.
Renaming folders
- Hover over a folder and click the Settings icon.
- Enter the new Name and click Edit.
Deleting folders
Deleting folders is permanent and cannot be undone.
When you delete a folder, ChartMogul doesn’t delete items contained in that folder but moves them to the main list.
- Hover over a folder and click the Settings icon.
- Click Delete Folder.
- Confirm by clicking Delete.