Static Versus Live Folders in Lease Assist

Folders in Lease Assist help leasing agents organize opportunities and manage workflows more efficiently. You can create as many folders as needed and update them at any time. Using folders correctly keeps your pipeline organized and ensures you can quickly access the opportunities you need to focus on.

Normal folders work like bookmarks. You manually add opportunities to them using drag-and-drop or the button on the opportunity details page. These folders are best suited for temporary tracking or special cases that require manual oversight. Opportunities should be removed from normal folders once they are resolved or no longer relevant, and the folders should be reviewed regularly to prevent clutter.

Live folders work like saved searches. They automatically include all opportunities that match the filters you set, such as status, labels, or sort order. These folders are designed to automate daily workflows and ensure they always display the relevant opportunities in your pipeline. Carefully setting up filters ensures they reflect your workflow priorities. Live folders automatically update as opportunities progress, but checking them regularly helps you stay on top of follow-ups and next steps.

Overall, normal folders give you flexibility to track opportunities manually, while live folders automate your workflow and keep your pipeline up to date. Using both effectively helps leasing agents stay organized, maintain accurate records, and prioritize opportunities efficiently.

The step-by-step guide below shows how to create folders so opportunities stay organized and easy to reference.