LionDesk V2 CRM Ideas Portal

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

Ability to email non clients and clients on the same email

In V1 we had the option to add recipients to the CC, BCC and main To sections even if they didn't have a contact in the CRM.  This was useful to copy other parties in the transaction, such as lender/escrow/inspector, etc.   We also had the ability to send emails to our team members. 

 

These features are all missing in V2 and  your only choice now is to create  a new contact for each email.

  • Jessica Conrad
  • Feb 9 2020
  • Attach files
Copyright LionDesk, LLC 2020