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!
I have an assistant and her job is to complete the tasks in the campaign. Our campaigns are designed to communicate on my behalf because I am the licensed individual and my assistant's job is to assign the campaigns based upon the phase the buyer is in. Why can't she assign a campaign from her sub account to my client on my behalf. I don't want it to be from her. I don't need the future texts and emails to be from my assistant. They should be from me. To have my assistant tell me to assign a campaign to someone because she identified they are in a new phase is counterproductive. Now I'm assisting her? The only alternative is to share my account but then she kicks me out which is a huge nuisance.
chasity goodson
Hello Lions,
With LionDesk, you can create a campaign and have the communication come from specific accounts/agents. I added a help article below that will show how to assign the communication to specific accounts/agents:
https://liondeskv2.zendesk.com/hc/en-us/articles/4402897781396-How-to-Update-the-Assigned-Agent-in-Your-Campaigns
As for assigning campaigns from a sub-account, admins can share campaigns with their subaccounts. This will allow sub-accounts to assign these campaigns to contacts. I added a help article below that will show how:
https://liondeskv2.zendesk.com/hc/en-us/articles/360055086552-How-To-Share-a-Campaign-With-Your-Sub-Accounts
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