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, start from the Automation > Action Groups section in the left toolbar.

1. Click on the Automation > Action Groups section in the left toolbar.
   
   
    
2. Locate the desired action group and click    Options.
3. Click Move to Folder. 
   
   
    
4. Select New Folder.
   
   
    
5. Enter a name for the folder.
6. Click OK.
   
   

Note: After creating an action group folder, you can edit the folder name at any time in the Action Groups menu. 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    Options.
2. Click Move to Folder.
3. 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    Options > Rename.
   
   
    
2. Enter a new name for the action group.
3. Click OK.
   
   

Copying Action Groups

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

1. Locate the desired action group and click    Options > Copy.
   
   
    
2. Enter a name for the copied action group.
3. Click OK.
   
   

Questions?