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How do I edit a folder’s name, icon, or contents?

  1. Locate the folder card on the All Engagements or All Folders page.

  2. Click the three-dot menu ( : ) on the folder card and select Edit.

  3. In the Edit Folder panel, you can rename the folder, change or remove the icon/image, or check/uncheck engagements to add or remove them.

  4. Click Save changes.