📁Folders
Folders store and prep all the qualitative data in your workspace
Last updated
Folders store and prep all the qualitative data in your workspace
Last updated
In the start guide we introduced the foundational principles of Folders. Now we'll outline popular use cases and settings for your folders.
Folders can be used to store all the qualitative data across your organization: customer feedback, call recordings, ideas, support tickets, etc.
On any folder simply click the name of the folder to change its name.
We provide each workspace with a set of default folders but you can rename or delete these folders any time.
Think of folders as a way to organize different calls and notes across different teams. For example, your sales teams and customer success teams are both recording meetings with CustomerIQ, you'll want to have each member default their meeting recordings to their respective folders
With Folders, you can have your sales members point their meeting recordings to the Sales Folder and CS managers point their recordings to the CS folder.
Pro tip: It's tempting to use folders to organize calls and emails by things like customer names or deals but this is a lot to manage and not recommended. Instead, CustomerIQ automatically organizes highlights and submissions by associated contacts and accounts. You can always find these from the contacts or accounts pages.
Many times users will record calls or emails that could be better suited in a different folder than their default setting, like sales calls and internal calls.
You can move any submission to any folder by selecting the submission from the index page and clicking "Move to folder"
