LionDesk V2 CRM Ideas Portal

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Daily (5) Follow Up Suggestions of who to call based on database

The system should suggest 5 people daily to call bases on tags, hotness, etc. This helps agents know who to follow up with on a daily base and stay in touch with.  Its a feature TopProducer has and I liked it very much when I was with them.

  • Guest
  • Jun 13 2019
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  • Guest commented
    13 Jun, 2019 07:00pm

    If you used "Contact Lists" under Marketing in the past, this feature is very similar. You can vote for that idea! :)

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