Skip to main content

Create Your First Folder

🎯 The first thing to do after installing​

Folders Management - Messenger Organizer

Folders are the foundation of Messenger Organizer. Everything else — tags, broadcasts, the Leads board — depends on them. This tutorial gets you from zero to a working pipeline in 10 minutes.

What folders do​

  • They're your pipeline stages ("Cold", "Warm", "Hot", "Booked").
  • A lead has one primary folder at a time — that's their current stage.
  • A lead can be in multiple "other folders" — useful for cross-listing.
  • Folders work the same way on Facebook, Instagram, and Skool.

Step 1: Open the Folders dashboard​

  1. Click the Messenger Organizer icon in your Chrome toolbar to open the dashboard.
  2. In the left sidebar, click Folders.

You'll see the default Uncategorized folder. That's a safety net — if you ever delete a folder, the leads inside go here automatically so nothing is lost.

Step 2: Create your first folder​

  1. Click the green + Add new folder button.
  2. Type a descriptive name:
    • ✅ Good: "Hot Leads", "Follow-up Next Week", "Active Clients", "April Webinar Signups".
    • ❌ Avoid: "Stuff", "Other", "Misc", "Random" — useless three weeks from now.
  3. Pick a color from the palette. Color-coding makes the badges visible at a glance everywhere — inside Messenger, on the Leads board, and in CRM tables.
  4. Click Create.

Repeat for 3–5 folders that match your real pipeline.

Step 3: Order your folders​

Folders show up in the order you set them — both in the dashboard and inside the chat overlay dropdowns.

  1. On the right side of the Folders page, find the Organize your folders panel.
  2. Click and drag any folder up or down to reorder it.
  3. Order them in the direction your pipeline flows: leftmost/topmost = earliest stage, rightmost/bottommost = latest stage.

Example order: Cold → Warm → Hot → Booked → Closed.

Step 4: Tag your first conversation into a folder​

Now that folders exist, drop a real conversation into one.

  1. Open facebook.com/messages (or instagram.com, or any skool.com community).
  2. Pick a chat with someone you actually want in your CRM.
  3. In the Messenger Organizer overlay attached to the chat, find the Folder dropdown.
  4. Pick the folder you just created.
  5. Optionally write a quick note in the Notes field.

That's it — they're now in your CRM. Refresh the dashboard and you'll see them in the Folders count and inside the Facebook CRM (or Instagram / Skool CRM) tab.

Step 5: Create a sensible starter pipeline​

If you don't know what folders to start with, copy this:

FolderColorWhen to use it
ColdGrayJust added, haven't really talked yet.
WarmYellowReplied at least once, showing interest.
HotRedActively in a buying conversation.
BookedBlueOn a call / demo / meeting scheduled.
Closed (Won)GreenBought / paid.
Closed (Lost)BlackSaid no or went cold permanently.

Five to seven folders is the sweet spot. You can always add more later.

Tips​

  • Don't over-organize on day one. Start with five folders and refine over the next month.
  • Color-code consistently. Whatever color you give "Hot Leads", use that exact color in the Leads board too — your eye learns the colors faster than the labels.
  • Match your sales process. If your real pipeline has a "Demo Scheduled" step, make a folder for it. If it doesn't, don't.
  • Folders aren't permanent. Rename them, delete them, reorder them anytime. Leads inside a deleted folder fall back to "Uncategorized".

Common questions​

How many folders can I create?​

Unlimited.

Can a lead be in two folders?​

A lead has one primary folder and unlimited other folders. Use other folders for cross-listing (e.g. "Hot Leads" AND "VIP").

What happens if I delete a folder?​

The leads inside are moved to the default Uncategorized folder. They're not lost.

Can I have sub-folders?​

Not directly. Use tags for the second layer of categorization.

Do folders sync across devices?​

Yes — folders sync via your account. Log in on a new computer and they appear automatically (use the popup → Sync Leads Data From Cloud if needed).

🚀 Next Steps​

You've got folders. Now:

  1. Templates & Automation — write reusable replies once, send them in two clicks.
  2. Notes & Tags — capture context inside every chat.
  3. Visual Pipeline & Follow-ups — see your folders as a Kanban board.
  4. FAQ — answers to the questions most new users ask.

🎉 You've built the foundation. Add a couple of templates next and you're 80% of the way to a real CRM.

Was this article helpful?