LionDesk V2 CRM Ideas Portal

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Make it easy to edit templates within a drip campaign.

For example you want to edit text template from a drip, you click edit and go through the steps. Instead of just pulling up the one template you want to edit it pulls up all the folders that hold text templates. Time consuming and now you have to remember what folder the template is under.  See short video attached. 

 

 

https://www.loom.com/share/07d7bd42811e4fa99bcf509d3b98f2b6

  • Guest
  • Jun 26 2019
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  • Guest commented
    4 Dec, 2020 11:49pm

    I agree 100%. The current way of doing it is counterintuitive, especially when we have absolutely zero control over folders

  • Leah Soares commented
    26 Jun, 2019 11:13pm

    Sheila - thank you for taking the time to share the video.  I completely agree that your suggestion would be very beneficial is clicking and landing exactly where we would need to make the edits without digging for it!

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