LionDesk V2 CRM Ideas Portal

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

Contact response recordation

Why does the system not automarically record the emails generated and responses received to those emails as events or "actions"? As I understand it, every time I send out an email. I have to then go in and record it as an actioon. And if the recipient responds to that email, I have to go in again and manually record it as an associated action. So if I send out 100 emails and get 50 responses, I have to manually enter 150 actions? Tha's alot of manual work that I would think could be automated.

  • Guest
  • Aug 9 2021
  • Attach files
  • Admin
    Steven Lopez commented
    16 Aug 07:24pm

    Hello Jonathan,

    Have you connected your email account with LionDesk?

    By connecting your email account, you will see all your responses appear in LionDesk. I believe this is the solution you were looking for. But if it is not, can you provide some more details of what you would like to see in LionDesk. I added a help article below that will show you how to connect your email account:

    https://liondeskv2.zendesk.com/hc/en-us/articles/360052348371-How-to-Connect-my-Email-Account

Copyright LionDesk, LLC 2020