Kaizan organises all your client communication into folders. Here's how to create a client, supplier, or internal folder and get it configured from the start — including assigning your team.
Kaizan has three folder types:
Client folder — for external clients. Calls and emails are assigned automatically based on email domain.
Supplier folder — works the same way as a client folder, but categorised separately.
Internal folder — for internal projects or strategy work. Calls must be assigned manually, and the folder is only visible to its members.
Create a client or supplier folder
Select the + next to My Clients or My Suppliers in the left panel.
Enter the folder name, confirm the Folder Type is set to Client Folder or Supplier, then select Next.
On the Assignment rules step, type the client's email domain (e.g. acme.com) and press Enter to add it. Select Next.
On the Members step, add the team members who own this account. Members receive notifications and recommendations for this folder. Select Next.
On the Tiers step, assign a tier if your organisation uses them for grouping and reporting. Select Create folder.
Note: Visibility depends on your organisation's settings. The modal shows whether the folder will be visible to all team members or members only.
Create an internal folder
Select the + next to My Folders in the left panel.
Enter the folder name, set the Folder Type to Internal Folder, then select Next.
The Assignment rules step don't apply to internal folders — select Next to skip.
Add Members on the next step. Internal folders are always visible to members only, regardless of your organisation's settings.
Add a Tier if needed, then select Create folder.
Important: Calls are never automatically assigned to internal folders. To move calls in manually, read Find and organise your calls.