LionDesk V2 CRM Ideas Portal

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

Sub account users should be able to assign campaigns for main account

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
  • Mar 3 2022
  • Already exists
Copyright LionDesk, LLC 2020