LionDesk V2 CRM Ideas Portal

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

Create contact filter for contacts with no tasks

It would be extremely useful to be able to create a filter in the contacts tab to show contacts that do not have any upcoming tasks. Sometimes when following up with leads, you complete the last remaining task, and forget to create a new task. The lead then falls through the cracks becasue you forget

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