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Processes & Pipelines Pages - Folders and Pinning

Folders and Pinned Processes on the Processes and Pipelines pages

Tony Sullivan avatar
Written by Tony Sullivan
Updated over a week ago

You can now:

  • Pin your most-used processes and pipelines to the nav for quick access by selecting the star icon

  • Organize your processes and pipelines into folders

Notes on Pinning.

Pinning is done by selecting a process and clicking on the star next to the process or pipeline name.

Once Pinned, the process or pipeline will be listed beneath Processes or Leads in the left menu.

Folders

To place your processes and pipelines into Folders, follow these steps.

  1. Click on 'New Folder' in the Upper Left

  2. Give the folder a name and a color, then click Create.

  3. The new Folder will display near the top of the Processes panel. To add processes to the folder, go to the desired process and click on the ellipsis (...)

  4. Select the destination folder.

  5. You're done!

To remove a process from a Folder

1. Open the folder to expand its contents.

2. Go to the desired process and click on the ellipsis (...)

3. Select 'Remove from Folder'

That's it!

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