ℹ️ Quick Overview: Organize your deals into folders to manage multiple properties, projects, or portfolios efficiently. Keep related documents together for better workflow management.
What Are Deal Folders?
Deal folders allow you to:
- Group related deals by property, portfolio, or project
- Organize deals by status, date, or custom criteria
- Manage permissions at the folder level
- Streamline navigation for large deal volumes
Creating Deal Folders
Step-by-Step Process
- Go to Deals page from the main navigation
- Click "New Folder" button (folder icon) in the toolbar
- Enter folder details:
- Folder name (required)
- Description (optional)
- Parent folder (if creating subfolder)
- Click "Create Folder" to save
💡 Pro Tip: Use a consistent naming convention like "YYYY-MM - Property Name" to keep folders organized chronologically.
Moving Deals to Folders
Single Deal
- Find the deal in your deals list
- Click the dropdown menu (▼) next to the deal
- Select "Move to Folder"
- Choose destination folder from the list
- Click "Move" to confirm
Folder Structure Best Practices
Recommended Organization Methods
By Property Type
Deals/
├── Residential/
│ ├── Single Family/
│ ├── Multi-Family/
│ └── Condominiums/
├── Commercial/
│ ├── Office Buildings/
│ ├── Retail Spaces/
│ └── Warehouses/
└── Mixed Use/
By Geographic Location
Deals/
├── California/
│ ├── Los Angeles/
│ ├── San Francisco/
│ └── San Diego/
├── Texas/
│ ├── Houston/
│ └── Austin/
└── New York/
By Deal Status
Deals/
├── Active Negotiations/
├── Under Review/
├── Pending Signatures/
├── Executed/
└── Archived/
Folder Actions
Available Actions
- Rename - Change folder name
- Move - Relocate to different parent folder
- Delete - Remove empty folders
Best Practices Summary
- ✅ Plan folder structure before creating deals
- ✅ Use descriptive, consistent naming
- ✅ Regularly archive completed deals
- ✅ Document folder organization scheme
- ✅ Review and clean up quarterly
- ❌ Avoid deeply nested structures (max 4 levels)
- ❌ Don't create duplicate folder names