LionDesk V2 CRM Ideas Portal

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

Triggering campaign w/specific date

We have a campaign that we assign to folks who have recently closed on the purchase of a new home. We’d like one of the emails to be sent one year from the closing date. The closing date doesn’t always get input on the day it happens and/or the campaign gets assigned.

  • Guest
  • Sep 10 2020
  • Attach files
Copyright LionDesk, LLC 2020