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!
As the owner/lead for the main account, I'd like to be able to set the fields (status, tags, etc.) and have them auto populate to all of the sub accounts. I want to be able to control what's added and ensure consistency. I'd like to be able to lock those fields and make me the admin or adding, deleting, etc.
Debbie Ogren
Hello Lions,
As an admin, you can set the contact organization across all sub-accounts. You can set hotness levels, contact types, custom contact fields, and lead sources. I added a help article below that will show how:
https://liondeskv2.zendesk.com/hc/en-us/articles/4404798038804-How-to-Edit-Sub-Account-Settings
If there are other fields that, as an admin, you would like to have control over, please let us know.