LionDesk V2 CRM Ideas Portal

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Referral Tracking

When a contact refers us it would be a good idea to track the number of referrals and other key data. I am a new agent (very new!) so I might be able to build the feature out myself but at the moment still learning a lot!

  • Guest
  • Mar 10 2021
  • Already exists
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  • Admin
    Steven Lopez commented
    23 Mar 03:22pm

    Hi Lions,

    You can create contact filters and add them to your home dashboard. This will track your contacts and the communication so if you ever forget to reach out, LionDesk will tell you which contacts you need to follow up with. I added a help article below that will show you how:

    https://liondeskv2.zendesk.com/hc/en-us/articles/360036443352


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