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!
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
These are now called "Static Lists" that you are able to create from the Contact TAble.
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.
Attachments Open full size
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.
Attachments Open full size
I need monthly buckets for January through December so I can make my calls all at once. Need ability to add buckets under tasks
Attachments Open full size
Buckets are also the only function that allows multiple selections (i.e. multiple buckets). This is a must.
Attachments Open full size