| Recruiting Management System
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Organizing Prospects: Folders
This feature will allow you to easily organize your leads so that you can quickly locate
groups or individuals.
 1. Creating Folders:
- Click on “Create” folder
- Enter the name of the folder
- Click on “Create Folder”
2. Moving Prospects into Folders:
- Select the checkbox beside the leads’ desired names
- From the “Move to Folder” dropdown list, select the folder into which you want to place the information
3. Manage Folders:
 Editing Folder Names
- Click on “Manage” folder
- Click on the check box next to the folder name to be edited.
- Choose "Rename"
- Enter the new folder name
- Select "Rename" at the bottom of the page
Deleting Folder Names
- Click on “Manage” folder
- Click on the check box next to the folder name to be deleted.
- Select "OK" if you are sure that you want to complete the deletion
*Note: Folder contents will also be deleted. If you would like to maintain the contents of the folder, you will have to transfer the folder contents before deleting (See section 2: Move Prospects into Folders).
*Also Note: If a folder or any leads are accidentally deleted, they can be restored for you. Simply give us a call or send us an email and let us know what you would like to be restored and we will take care of it for you.
Creating New Folders
- See Section 1: Creating Folders above.
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