LionDesk V2 CRM Ideas Portal

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Please keep the "buckets" function from the old LionDesk

The buckets are a simple and easy way for me to sort my leads so that I can mass market to them at a later time.

  • Guest
  • Nov 8 2019
  • Shipped
  • Apr 21, 2020

    Admin response

    These are now called "Static Lists" that you are able to create from the Contact TAble.

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  • Guest commented
    3 Nov, 2020 09:54pm

    Task buckets will be different than contact list (they are the lists located in the task page) which are (static lists in V2) There is not a way to add a tag to the contacts in a task bucket in V1 in order to create a list in V2.

  • Carol Mazur commented
    13 Oct, 2020 06:47pm

    We need buckets and are not able to create static lists from the Liondesk directions in the help section in liondesk. The directions do not work. Please give us the ability to create buckets for monthly calls so that we can group them together.

  • Guest commented
    13 Oct, 2020 06:31pm

    I need monthly buckets for January through December so I can make my calls all at once. Need ability to add buckets under tasks

  • zain hartman commented
    27 Dec, 2019 04:01pm

    Buckets are also the only function that allows multiple selections (i.e. multiple buckets). This is a must. 

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