The folder structure (set of fields) can be fully customized in the folder Settings.
You can access them right from the:

  • Workspace menu:

  • Folder dashboard (both in the web application and your Gmail):

  • Left side-bar menu:

  • From the list view:

  • Right from the email with the record linked to it:

When you finally get to the Settings, you need will be able to customize each folder in your workspace and create new ones. Follow the Part 2 guide to learn more.


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