Staying Organized & Productive with Folders

In this article, we'll show you how to stay more organized & productive inside Uptics using folders.

Sequence Folders

Step 1: In the navigation menu, click on 'Folder View'.

Step 2: Create a Folder

Step 3: Save all your sequences, email, sms, and task templates inside a folder.

SmartList Folders

Step 1: Click on any Smartlist dropdown for the Inbox, Contacts, Sequences, Deals, etc

Step 2: Click on the blue folder icon, name your folder, and click save.

Step 3: Organize your Smartlists inside folders for easier navigation

This article is also useful for:

• How to add and manage your templates (emails, tasks, SMS, LinkedIn).

• How to move sequences or templates to another folder.