Create a campaign on birthday, home | LionDesk V2 CRM Ideas Portal

Create a campaign on birthday, home purchase anniversary

Be able to assign a contact to a campaign triggered by a field within the contact. For example an annual email sent to the contact on their birthday. An email sent annually on their home purchase or sale anniversary

Guest
Jan 21 2020

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Add Reminder to Anniversary Option for Yearly Follow Up - Merged

WHEN YOU CHOOSE THE ANNIVERSARY DATE, THERE SHOULD BE ANOTHER YES OR NO OPTION THAT SAYS: FOLLOW UP: YES OR NO: THEN ANOTHER CALENDAR OR DROP DOWN MONTHLY, BI ANNUALLY, ANNUALLY ON ANNIVESARY DATE. THEN IT SHOULD PUT THAT REMINDER ON THE TASK CALE...

Created 4 Feb 03:11pm by Guest

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Create a campaign on birthday, home purchase anniversary

Add Reminder to Anniversary Option for Yearly Follow Up - Merged

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Create a campaign on birthday, home purchase anniversary

Add Reminder to Anniversary Option for Yearly Follow Up - Merged

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