LionDesk V2 CRM Ideas Portal

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

Customizable Data Base for Birthdays and Anniversaries

We are realtors and would very much like the ability to be able to pull a customizable report from our contacts that would allow us to pull lists birthdays and anniversaries. We would like to be able to extend personal touches such as these to our past and present clients.

  • Guest
  • Apr 3 2023
  • Attach files
Copyright LionDesk, LLC 2020