This article is for users of Folio for Real Estate. Using Folio in another industry? Learn more here.
When you confirm or add a new client, Folio creates a Smart Folder. You can do this by approving a folder that is suggested by Folio's algorithm, or by manually creating your own.
What is inside a Smart Folder?
Well, it's pretty smart. When one is created, it will automatically know which emails, files, and contacts belong to each client folder and organizes them in one place so they're easy to find.
It enables the creation of a beautiful timeline to keep track of all your important dates. Best of all, you can share it with anyone.
Inside Gmail with our extension installed:
Outlook and web: