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!
It would be nice to see and arrange my contacts by their source just like I can with tags, status and hotness. Right now I am inputing their source as a tag so I know where the contact is from. It would also be helpful to see so I can make sure the approprate source is attached to each client. This way when I sending a campaign/email, I can confidently use the codes for their source in my email. Ex. "I have just received your inquiry on {{contact source}}..."
Guest
Hello Lions,
You can add the Contact Source and make it visible in your Contact Dashboard and Contact Record. In addition, you can create a contact filter to search for contacts based on their source. I added a couple of help articles below that will show you how:
Customize Contact Dashboard - https://liondeskv2.zendesk.com/hc/en-us/articles/360042108252-How-to-Customize-Contact-Dashboard
Customize Contact Record - https://liondeskv2.zendesk.com/hc/en-us/articles/360034667012-How-to-Customize-your-Favorite-Fields
Create Contact Filters - https://liondeskv2.zendesk.com/hc/en-us/articles/360033458032-How-to-Filter-my-Contacts
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