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How to Add Folders

1- Click on the "Marketing" tab in the navigation bar.

2- The "Folders" page will open

On this page you see the default folders where your emails and text templates are organized. The two default LionDesk folders are “Uncategorized” and “LionDesk: New Lead Followup”.

  • To add Folders

1. Click on “Add Folder” in the left bottom corner. A window will roll down where you can input the name for the Folder you are adding and a short description.

2. When you are finished just hit “Save”. And the folder will appear in the list

 

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