Create & Manage Custom Folders for Opportunities
In Opportunities, you can create custom folders within a specific Opportunity for any of your business needs.
To learn how to create custom folders for Opportunities follow these steps:
Navigation
1. Log in to https://agent.kw.com with your Keller Williams login credentials.
2. Click the Opportunities icon,​, on the left sidebar.
3. From the Opportunities Dashboard, click on the phase, where your Opportunity is located, then click on the Opportunity Title.
4. Click Documents, at the top of the page.
Create Custom Folders
1. Click Add New Custom Folder.
2. Enter the folder name and click Create Folder.
3. The custom folder is now available for you to add documents to.
You can manage your custom folders by clicking the icon.
Manage Custom Folders
You can either rename it by clicking the edit, , icon or remove it by clicking the delete,, icon and clicking Delete Folder to confirm.
