If you feel like your leads are getting out of hand, we're here to help. Your leads will always be added to your inbox, but you can organize them into folders of your choice. Creating and naming your folders is a great way to make sure no potential booking falls through the cracks!
Consider creating individual folders for your booked events, upcoming events, and past events. This will help keep you organized as you're receiving requests and getting booked by clients. Some vendors also utilize folders to organize their leads and/or bookings by year!
To get started on creating and renaming folders, just follow these steps:
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Log in to your Control Panel.
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Under the 'Leads' tab in the navigation, click the 'Manage Folders' link.
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Here you can create up to 24 custom folders. You can also rename or delete any existing custom folders you have. (Note: As a new member, you will have a default custom folder called "Folder 1" which you can rename).
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Once you're done making changes, click the save button to save your changes.
To delete a folder, just follow these steps:
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Log in to your Control Panel.
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Under the 'Leads' tab in the navigation, click the 'Manage Folders' link.
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Click the trash icon next to the folder folder name that you'd like to delete. Important note: If you have leads in the folder that you are deleting, those leads will be moved to your trash folder.
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Click the save button to save your changes.
To move leads into your new folders, just follow these steps:
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Log in to your Control Panel and go the your Leads Inbox or folders to find leads you'd like to move.
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Either click the "select all" box at the top of the leads list or individually select the leads you would like to move.
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Click the "move lead" link in the top right of the leads list and select the folder you would like to move the leads to.
PRO TIP! You’ll always receive an email alert for new leads or messages, but we also recommend making sure you are opted in to text alerts so no potential booking falls through the cracks.
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If you have any questions on managing your inbox or any other part of your membership with The Bash, don't hesitate to contact us.
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