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How can I change the Prospect Folder from Numbers to Prospect names?

In prospect maintenance, is it possible to change the prospect Folder name from number to Prospect Names?

J
Written by Jes Foxall-Beckley
Updated over 3 weeks ago

A new subfolder would need to be created in the original prospect folder number. This then shows as a dropdown in the Prospect folder box on the Prospect maintenance page. To do this

  1. Click Sales then click Prospect Maintenance.

  2. Click the Prospect Folder then double click the Prospect number.

  3. Create a new folder in the prospect number. Close the box and the prospect maintenance box.

  4. Reopen prospect maintenance. The new number now appears in the prospect folder.

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