In Chrome Gmail
To add a Smart Folder on your own:
- Click on the "Folio" button in Gmail
- Click "Add a Smart Folder"
- Select which side of the deal you represent
- Add your client's email address if there is no relevant property yet
- A property address or email is required before you can continue
- Complete your set up by identifying your Buyer/Seller (if not done before)
- Add your Key dates or Continue to timeline
Folio will then start to automatically add emails related to your address or client.
Outlook and web/mobile
To manually create a new smart folder:
- Visit amitre.com/folio or amitree.com and sign in
- Click "Add a Smart Folder"
- Select which side of the deal you represent
- Add your client's email address if there is no relevant property yet
- A property address or email is required before you can continue
- Complete your set up by identifying your Buyer/Seller (if not done before)
- Add your Key dates or Continue to timeline
