Folder management setup for partnersNot a PI Client? Request a Demo
You may want to setup your folder structure in the software differently than what you would recommend to your clients. Our recommendation below will help you keep your prospect and client data organized.
For additional guidance on how to create new folders, visit Folder management
1. Under the root folder create sub folders for each account owner. Every account owner that will have their own prospects and clients should have their own folder in the software.
2. Now that each account owner has their own folder, they should then create additional subfolders under their names for all of their prospects and clients. Then they can save any assessments for those accounts under their specific folder.
This is also helpful for when prospects become clients because you can then easily move their folder into the new client’s account using the Move Prospect Folder function in Force BC.