ADD FOLDER for Documents and Contracts
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Doug Dutra
Can you create a FOLDER for this section to be organized? Same as creating email templates and campaigns.
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S
Sales & Marketing
Merged in a post:
Document and/or Contract folders
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Shawn Guenther
There should be the ability to separate contracts and documents for office use and also the ability to keep files of documents and/or contacts the are tied to a specific customer or client.
S
Sales & Marketing
Merged in a post:
Folder Management
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Sunit Counselor - 7
Hi Team,
If you can provide Folder Management, to store different types of Contracts, it would make a lot of things easy. Just a suggestion.
Thank You
P
Phillip Gibbs
It's great that you can see Docs in the CRM view for a client, but it would be even better if we could create folders here too so that doc we send and receive can be organised.
M
Mike Lovelady
This is a great idea. We need it as well.
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Val Kuikman
No idea why this isn't in here already!
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David Kirkley
Yes, you should be able to create folders in the documents and contracts section. Both in the live and the templates section.
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Nicholas Davaine
Yes! This needs to happen. Unbelievable that Gohighlevel has basic things like this and searching for tags in pipelines unavailable
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Deirdre Ventura, CHB
Yes we need folders and to be able to search the folders associated with contacts