LionDesk V2 CRM Ideas Portal
Give us feedback on ideas and let us know where to focus!
Give us feedback on ideas and let us know where to focus!
Give us feedback on ideas and let us know where to focus!
My team leader is a LD V1 user, and I have the newest version. He has added me as a team member, but I am unable to access the teams' already-made templates for campaigns, transaction plans, etc. I have to re-create each template which is very tedious. If this update was added, this would save so much time for teams!
Guest
Hi Lions,
All users can publish their campaigns in the Published Campaign Library. As a team leader, you can publish your campaigns and have your team members download the campaigns. Campaigns can be published privately to ensure that only your team members have access to the campaign. I added a help article below to show you how:
https://liondeskv2.zendesk.com/hc/en-us/articles/360055502871-How-to-Publish-a-Campaign-in-the-Shared-Campaign-Library