LionDesk V2 CRM Ideas Portal

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Add Automation From Contact Record

Can we add a section near Tasks where we can Pop a contact into an from inside the contact record. We should be able to do everything from one screen.
Use Case:
Client Closes, add follow up tasks & Add to an email Drip Automation for past clients top of mind quarterly email sequence.

  • Guest
  • Jul 16 2020
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