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!
Would love to be able to set reoccuring tasks/plans to call or custom email or text.....helps to remind us to do regular follow up. Now we have to input months of tasks to have reminders.
Guest
Hey Lions,
Recurring tasks are now available. Check out the link below:
https://liondeskv2.zendesk.com/hc/en-us/articles/360047117571-How-to-Create-Recurring-Tasks
Without recurring tasks its too hard to remember with a full database who to follow up with. These are great reminders to make sure we stay in touch with those contacts