Adding New Folders in Sales Analytics
In Sales Analytics on the Revlitix platform, organizing your work into folders helps keep your workspace tidy and enhances productivity. Here’s how you can add new folders and manage them effectively.
Can I Add New Folders?
Yes, users can create new folders based on their needs. Here’s what you need to know about adding and managing these folders:
Creating New Folders
Private or Shared Access: You can create folders for your private use or set them up to be shared with your peers. This helps categorize your analyses based on who needs access to them.
2. Unlimited Folders: The number of folders you can create is unlimited, allowing you to organize your analyses as extensively as you need.
Managing Folders
Folder Operations: For each folder you create, you have several management options:
Share: You can share the folder with other users, making collaboration easy.
Delete: You can remove the folder if it’s no longer needed.
Rename: You can rename the folder to better reflect its contents or purpose.
2. Quick Star Feature: Folders can be starred with just a click, a handy way to mark folders as important or frequently accessed.
3. Access Options Visible: When viewing your list of folders, you can quickly see the access options for each folder, making it easy to understand who can view or use each folder.
By following these steps, you ensure your Sales Analytics workspace is organized and adaptable to your collaborative and individual needs.