Keep Your Contacts Organized: SalesEdge.io Now Lets You Manage Documents with Folders and Easy Recovery
Keep Your Contacts Organized: SalesEdge.io Now Lets You Manage Documents with Folders and Easy Recovery
We're always looking for ways to make business easier for coaches, consultants, and small business owners like you. That’s why we’re excited to share our latest SalesEdge.io update—managing your contact documents just became much simpler and more organized!
Here’s what’s new:
Create folders to organize your documents
Now, you can create custom folders right inside any contact’s profile. Categorize all your documents in a way that makes sense for your workflow—think client agreements, session notes, proposals, and more. You can structure folders within folders, making it easy to keep everything just where you need it.
- System folders—These are built-in folders provided by SalesEdge.io to help you stay organized. System folders can’t be removed, so you’ll always have the essentials covered.
- Custom folders—Create, rename, move, and delete these folders as you see fit. Tailor your organization to your unique processes.
All files and folders are kept at the individual contact level, so each client’s documents are neatly separated and easy to find.
Easily move files and folders
- Move any document between folders without needing to upload again.
- Rearrange folders across different levels to optimize your workspace.
- Group related materials together for quick access and a clutter-free experience.
Keep your workspace tidy—delete what you don't need
- Remove files from custom folders when they're no longer needed.
- Delete entire custom folders to reduce clutter.
- System folders and any files inside them remain protected for now, ensuring important documents stay safe.
Accidentally deleted something? Introducing Trash & Easy Recovery
- When you delete a file or folder, it’s moved to the Trash—so nothing is lost right away.
- You have up to 60 days to restore deleted files or folders, including everything inside a deleted folder.
- After 60 days, items in the Trash will be permanently deleted.
What’s coming soon?
- The ability to delete files stored within system folders, giving you even more control over your document management.
- Tag your documents for even easier identification and searching.
Our mission is to make document management in SalesEdge.io as simple, flexible, and stress-free as possible. With these new features, you’ll spend less time searching and organizing, so you can focus on growing your coaching or consulting business.
For existing SalesEdge.io users: This update is already live in your account.
Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.
