LionDesk V2 CRM Ideas Portal

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

Detailed Recurring Tasks (From V1 into V2)

On V1 contact profiles, if you go to add recurring tasks, we are given detailed options. Example: I set recurring tasks for the first Tuesday of February and have it recur for a few years. However, when setting an autopilot campaign or even setting tasks on a contact profile in V2, I no longer have the same abilities.

I find it very useful for when setting maintenance reminders with clients. I like to keep in touch with them and remind them of some home maintenance that should be looked after.

  • Guest
  • Jan 20 2020
  • Shipped
  • Attach files
Copyright LionDesk, LLC 2020