How to create client folders

Keep your clients organized by sorting them into folders.

Introduction

This article explains how to create client folders in Oviond. Adding client folders helps you organize your clients and manage your workspace more effectively.

Step-by-Step Instructions

  1. Navigate to Oviond's login page and enter your credentials

  2. Open the All Clients menu

    • From the home page, click the All Clients drop-down menu at the top.

  3. Add a new folder

    • Click on 'Add Folder'

  4. Name the new folder

  5. Click the 'Save' button to create the folder

Additional Information

Tip: Choose clear and descriptive names for your client folders to easily identify and access them in the future.

Summary

By following these steps, you can add new client folders in Oviond, helping you keep your client information organized and your workspace efficient.

Did this answer your question?
😞
😐
😁