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Organizing Action Groups

Article: 000050643
Updated: July 11, 2024

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

As you grow your account and build workflows, it's important to keep them organized for easy access. This article will provide an overview of creating and using action group folders and how to move, rename, and copy action groups.


Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers  
Salespersons  
Jr. Salespersons  

 

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  cog.png  Options.
  3. Click Move to Folder


     
  4. Select New Folder.


     
  5. Enter a name for the folder.
  6. Click OK.

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Note: After creating an action group folder, you can edit the folder name at any time in the Action Groups menu. Click the  pencil.png  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  cog.png  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  cog.png  Options > Rename.


     
  2. Enter a new name for the action group.
  3. Click OK.

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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  cog.png  Options > Copy.

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  2. Enter a name for the copied action group.
  3. Click OK.

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