Keeping your CRM organized gets harder as your business grows. Nested folders make it easier to sort campaigns, templates, and sequences into clear folder structures, so you can find what you need faster and keep day-to-day work less messy.

📌 Why This Matters

When files and assets pile up in one place, it slows down your work and makes simple tasks more frustrating than they should be. Nested folders help you group related items together, create a structure that matches how your business operates, and make it easier for you and your team to stay on the same page.

✨ What’s New

• Subfolders inside folders: You can now create folders within existing folders to organize assets in a more detailed way.
• Cleaner navigation: Find campaigns, templates, and sequences without digging through cluttered lists.
• More room to grow: The folder structure supports more than 5 layers, giving you flexibility as your business adds more offers, locations, or workflows.
• Consistent organization: Use the same folder setup across campaigns, templates, and sequences for a simpler system.

🛠️ How to Use It

1. Step 1: Create a folder in your campaigns, templates, or sequences area like you normally would.
2. Step 2: Open that folder and create a new folder inside it to build out your structure.
3. Step 3: Move related items into the correct subfolder, such as seasonal campaigns, follow-up templates, or sales sequences.
4. Step 4: Use the folder path to confirm everything is nested correctly and easy to follow.

💡 Pro Tip

Set up folders by service, season, or sales stage so your team can find the right assets quickly and spend more time serving customers and closing sales.