There is an easy way to copy/move records from one folder to another using "Copy/move selected records" feature. Here is what you need to do:
- Open the source folder and select the records you are willing to transfer.
- Click on the "copy/move selected records" button and choose the folder you'd like to copy/move your records to.
3. Make sure the record structure of the source and target folders match and then copy/move records.
2. You can also copy/move records by selecting them from one folder (all records must be grouped by any field: e.g. by Stage). You choose the records from one column (e.g. Won Deals) and drag and drop them into the chosen folder (e.g. Clients) in the left side bar:
Then make sure the record structure of the source and target folders match and then copy/move records.
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