Overview
For each pipeline, you can configure your own folders. These folders are visible in the attachment section of every opportunity in that pipeline, whether it's a deal pipeline, a fundraising pipeline, or any other pipeline type.
Creating pipeline folders
Select the pipeline you want to configure from the top bar
Click the three dots in the upper-right corner
Select Pipeline folders
In the popup that opens, create the folders you want to make visible for the opportunities in this pipeline
Where the folders show up
Once created, the folders appear in the Attachments section of every opportunity in the pipeline.
Note: Read the article Adding a Network drive to attachments to learn how to add the Network drive link to the attachments section.
Move a existing attachments into a folder
To move existing attachments into a folder follow the steps below:
Hover over the attachment and click on the folder icon
Select the folder and save
For more information, contact support@zapflow.com or reach out to your dedicated Account Executive.