Organize with projects and folders
Keep clients, teams, and campaigns cleanly separated.
Use projects
- 1 Create a project for each client, team, or campaign — each has its own workflows, contacts, lists, and fields.
- 2 Switch the active project from the sidebar; every view is scoped to it.
Tidy the sidebar
Good to know
- Group workflows and lists into collapsible folders.
- Drag items to reorder them or move them between folders.
- Quick-search the sidebar and resize its width to taste.
Didn’t find what you need?
Search the help center or reach out — we’re glad to help.