Organizing Action Groups

Lead Gen & CRM provides ways for you to create powerful automations based on your lead behaviors with action groups.

Creating Action Group Folders

Once you've created various action groups, you can create a new folder to house action groups. To create action group folders: 

1. Click on the Automation > Action Groups section in the left toolbar.
   
   
   
   
2. In the Folders section on the left side of the page, click Create Folder +.
   
   
   
   
3. Enter a name for your folder, and click Create Folder. 
   
   
     
4. Once created, your new folder will appear in the list of folders on the left side of the page. Folders are in alphabetical order. 
   
   

Note: After creating an action group folder, you can edit the folder name at any time. Click the    Edit icon next to a folder to edit the name. 

Moving Action Groups

You can move an action group from one folder to another. To move action groups, start from the Automation > Action Groups section in the left toolbar.

1. Locate the desired action group and click    Settings > select Move to Folder > select the folder to move the action group to.
   
   
    

Renaming Action Groups

You can rename action groups as necessary. To rename an action group, start from the Automation > Action Groups section in the left toolbar.

1. Locate the desired action group and click    Settings > Rename.
   
   
    
2. Enter a new name for the action group and click Rename.
   
   

Copying Action Groups

You can copy action groups as necessary. To copy an action group, start from the Automation > Action Groups section in the left toolbar.

1. Locate the desired action group and click    Settings > Copy.
   
   
   
   
2. Enter a name for your new action group and click Copy. 
   
   

Questions?