Open Leads gives Administrators the ability to categorize and sort their saved email messages. This process allows you to group specific messages, for example canned Sales Responses into a group for easy retrieval by your sales team.

By default all of your Email Messages are Uncategorized.

To create a message category, go to Settings>Messages and mouse over any message on your screen - on the far right you will see a dropdown menu appear that reads "Move to" - click here and you will see the option for "New Category" - clicking this opens a dialogue window allowing you to create a category:







Once the category is named, it appears at the top of the section in which the grouped messages reside:



You will also notice a "Drag" icon to the left of the message name when mousing over a message in your list, you may use this to move your messages between categories, or you can use the dropdown to the right.