My Projects Folder

In the application: Main Menu → Primary Searches → My Projects Folder

Follow the sections in order, or use the contents and chapter links to go directly to what you need. Existing lessons may change example records or repeat a shared screen.

Open this feature’s video learning path

Written walkthrough and screen references

  1. Work with project folders

Watch the learning sequence

Follow these lessons in order. Shared screens may use another example; chapter links open the relevant step.

1. My Projects Folder: find a saved opportunity and browse its files

Watch from the beginning

Choose a chapter
  1. 0:00 — Open My Projects Folder
  2. 0:13 — Compare the three saved-work sections
  3. 0:40 — Read the saved stock-number row
  4. 1:08 — Open the matching project folder
  5. 1:30 — Read the project file pane
  6. 1:55 — Review the upload dialog controls
  7. 2:23 — Open Notes and return to the folder list
  8. 2:42 — Return to My Projects Folder

2. Save an opportunity and upload project notes

Watch from the beginning

Choose a chapter
  1. 0:00 — Find the saved opportunity
  2. 0:29 — Select a document for Notes
  3. 0:55 — Verify the uploaded document

3. Remove a saved notice and return to its project files

Watch from the beginning

Choose a chapter
  1. 0:00 — Choose the saved notice to remove
  2. 0:22 — Check the saved listing after removal
  3. 0:44 — Return to the existing project and note

4. Create and organize folders (shared explorer)

Watch this chapter

Choose a chapter
  1. 3:10 — Create a subfolder under Notes
  2. 3:21 — Verify the new folder
  3. 3:34 — Copy the folder to Misc
  4. 3:44 — Paste into the destination folder
  5. 3:55 — Confirm the copied folder in Misc
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