How to Edit, Rename, or Delete Your Folders in ATZ CRM

Created by shubham Kumar, Modified on Wed, 20 May at 7:30 AM by Armaan Malik

Folders in ATZ CRM provide a streamlined way to manage candidates Here’s a step-by-step guide to help you edit, rename, or delete your Folders (Focus Groups)

Accessing the Folder Options

Step 1: Navigate to the Job section in ATZ CRM.

Step 2: Locate the "hamburger" menu on the top left

Editing or Renaming a Folder

Step 3: Click on the "View/Add Folder" button from the menu.

Step 4: You can now update or delete the Folders

Deleting a Folders

> Choose the Delete option from the menu.

> Confirm the deletion when prompted. Be cautious as this action is irreversible.

Adding a New Folder

> Use the Add button available in the Folder section.

> Enter the required details for the new Folder.

> Click Add to create the Folder

For further assistance, reach out to the ATZ CRM support team.