LionDesk V2 CRM Ideas Portal

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Allow us to future-date or back-date our auto action plans like other CRM platforms

Everyone would benefit from this simple function and it would save a TON of time. We could future date closing plans, birthday plans OR if we missed an action plan by one day and wanted the plan to start yesterday then we could backdate the plan so it stays on time. 

 

We are so busy and can't remember to start a plan on the exact day we need so the system should allow us to edit the start days like other CRM's do.

  • Guest
  • Aug 5 2019
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  • Rick Tibbitts commented
    12 Aug, 2019 06:40am

    Would love this feature, but an add on to it that would be equally important is to be able to pause the entire action plan, as you suggest or to pause a specific task in an action plan for 'n' days.

  • jim straughan commented
    5 Aug, 2019 07:35pm

    Yes .ironically I was going to suggest this .Extremely annoying to not have better control over action plans.Even a quick pause button ,or at least one easier to find lol .

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