Create a campaign for events (birthday, | LionDesk V2 CRM Ideas Portal

Create a campaign for events (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

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Jan 21 2020

Campaigns

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Create a campaign for events (birthday, home purchase anniversary)

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