Understanding - File Manager
  • 11 Jan 2021
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Understanding - File Manager

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Files folders can be created from the CRM view or My Account / Company / CRM Documents.

From CRM View

  1. Click on Actions
  2. Select Add a Folder

Here you can change a folder name, change folder.

From CRM Documents

  1. Go to My Account Company
  2. Go to CRM Documents
  3. Click on Actions
  4. Click on Add Folder

Navigate into folders

Once you created a folder, you can look through it by clicking on the folder icon.

Here left icon for the "Private Equity Deals" folder. Then if you want to go back to the main directory, click on the House Icon left to Private Equity Deals folder name.

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