LionDesk V2 CRM Ideas Portal

Give us feedback on ideas and let us know where to focus!

Add the Ability to Include Spouse's in emails, text messages, and drip campaigns

See title

  • Danny LionDesk
  • Jun 26 2019
  • Attach files
  • Andy Smith commented
    07 May 13:56

    You should be able to use any additional email/phone # in all functions of the system. To send a one off email/text including both husband and wife. Or if you are sending a mass email/text to your entire database, say for an event or to communicate things like Covid-19 updates, you should be able to add in all emails & texts tied to a contact. You should also be able to setup drips to include these additional emails & phone numbers for each contact as well.

  • Guest commented
    30 Mar 18:11

    Have asked the same thing...repeatedly.

  • Guest commented
    03 Mar 21:37

    I want to email both the spouse and the main contact without having them be a separate contact. I have all of my couples contacts as one contact from V1 it worked perfectly. Now I cannot event email the spouses without making a separate contact which will take hours/days for me to do with all my contacts. please bring back.

  • Becky Bartlett commented
    06 Jan 05:19

    YES to this!!  It would be so nice if I wanted to do a mass email/text that the spouse would be included, also!  

  • Phil Spinelli commented
    November 11, 2019 21:20

    I have individual contact cards for spouses/roommates.  It would be great to put them all in the associated party box and label them “wife” “boyfriend” “roommate” etc, and then that way everyone’s getting contacted appropriately 

  • Guest commented
    September 10, 2019 20:55

    In addition to being able to add spouses to email and text, the spouse info should be an available in the "insert LionDesk Content" options!

  • Guest commented
    August 05, 2019 20:36

    In addition to this, allow spouse to be separate contact and link!

  • Will Penney commented
    July 25, 2019 00:22

    Honestly can’t believe that someone forgot to include the ability to add a spouse or partner in a contact. As it currently stands, we cannot send a text or email to both parties. With all due respect, that is silly. 

  • Joshua Harrison commented
    July 12, 2019 22:02

    If You're going to have a place to store numbers/email addresses without being able to communicate through the CRM, then you make it impossible to soley use Liondesk and the number I pay for...       Other CRM's allow you to put in a spouses info, but it just creates a separate contact and basically links them. I find this approach helpful...

Copyright LionDesk, LLC 2019