LionDesk V2 CRM Ideas Portal

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"Keep in Touch" Prompt

For those of us who want to stay in touch with certain groups at certain intervals (like group A we want to touch every 30 days, group B every 60 and group C every 90 days)
Would be great to have a dashboard widget to give us folks who need touches according to those settings.

  • Guest
  • Feb 8 2023
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