Product Support and Tutorials

Change folder permissions for your leads

1. Locate the “Documents” menu button on the left sidebar
2. Select a property from the header menu and click on the ellipsis for the folder you’d like to update, and then “Permissions”
   
   
3. The default setting is Public. If you’d like to change the folder to Private, enable the toggle button
   
   
4. From here, you can give access to a whole stage of leads or only specific leads
   
   
5. Once you have selected the leads, click “Save”. Those leads will receive an email stating they have been invited to this private folder