Custom Feed Folders

Learn how to organize your Dealfront workspace using Custom Feed Folders.

This video shows you how to create, edit, and manage folders to keep your feeds tidy—by sales rep, industry, location, or any structure that fits your team. You’ll also see how to move feeds, manage access, and keep your workspace efficient without losing data. Perfect for keeping everything clear and easy to find.

Video Transcript

Let’s walk through how to use Custom Feed Folders to organize your workspace more efficiently.

By default, Dealfront provides several folders to help you get started—like Basic, CRM, Email integration, Form Submissions, Organic Traffic, and Paid Traffic.

Each folder holds preset feeds based on your account features.
Even if you delete one now, it will reappear if you start using that feature later.
Now let’s look at Custom Folders. These are great for organizing feeds by sales rep, industry, location—whatever makes sense for your team.

To create a new folder, you will need to create a custom feed or edit an existing one. Click the dropdown under Feed Folder, then select Add a New Folder.

You can now move feeds between folders too.
Just edit the feed, use the same dropdown, and select the new folder.

Click Save Feed when you’re done.
Want to share, rename or delete a folder? Just hover over the folder name and click the Edit icon.

You can manage access to the folder, change the name or delete the folder entirely. If deleted, the feeds inside it won’t be lost—they’ll move back to the default Custom folder.

If there are feeds which are shared with all users in a private custom folder then the feed itself can still be accessed by other users. The users without access to the custom folder won’t be able to delete or edit the custom folder itself.