ConveYour has introduced support for Group folders! They work much like Lesson folders.
Group Folder Use Cases
1. Sales Lead Organization
Sort sales-related groups into folders such as:
Leads
Warm Prospects
Cold Prospects
Nurture
This makes it easier to track and manage different sales stages.
2. Archiving Old Groups
If you need to keep historical data for comparison, create an "Archive" folder. Store older groups you no longer work with daily but may need for reference.
Creating a Group Folder
To create a new Group folder:
Navigate to Main Menu > Groups.
Select New, and then Folder.
Name your folders and click Save.
Repeat these steps for additional folder sets you need such as "Current" or "Archive" or "Leads":
New folder will display in the Groups interface once saved.
Add your Groups to your folder by navigating to the Group, clicking the context menu, and then Set Folder.
Using Parent Folders & Sub-Folders
For deeper organization, ConveYour allows you to create subfolders within a parent folder.
Example:
Parent Folder: Leads
Subfolder: Warm
Subfolder: Cold
Subfolder: Nurture
To create a subfolder, simply choose a Parent Folder when setting up a new folder.
Organizing contacts with Boards >>
Maximizing Group Organization
Folders make it easier to:
Keep track of past and current groups.
Quickly locate groups based on their status.
Improve workflow efficiency for sales teams, HR, and training programs.
For further organization, consider using Contact Boards alongside Group Folders.
Learn More
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