Organize lists into folders

What it is

Folders arrange your lists in the Lists panel. A folder works like a list filter: click it and you see every contact on every list inside it, subfolders included. Folders belong to the account, so everyone sees the same arrangement.

Where to find it

Lists > Lists panel > New folder icon.

Steps

1. Click the New folder icon at the top of the Lists panel, name it, and click Create folder.
   

   

   

2. Drag lists onto the folder, or use a list’s menu and choose Move to folder….
   

   

3. Use the folder’s menu for New subfolder, Rename, Tag every list inside or Delete folder (lists move up).
4. Click Call this folder to open the Dialer on the folder’s own campaign. RealDialer makes that campaign from the lists inside the first time, and adds any lists filed there since each time you call it.
5. Click Auto-organize at the bottom of the panel to build folders from your town tags automatically.
   

   

Good to know

• Folders go 3 levels deep at most.
• Lists in no folder sit under Unfiled, at the bottom.
• Deleting a folder moves everything in it up one level. No list or contact is deleted.
• Auto-organize offers A folder per town or A folder per town, with type subfolders. It shows a preview first and only files Unfiled lists that carry a town tag.
• Only account owners and managers can manage folders.