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!
very beneficial to agents - tells you who you need to be contacting and have them right up front. used this setup in Followupboss trial and it was awesome. it adjusts daily automatically within your parameters "last contact over 3 days" will populate a list named "contact 2x weekly" etc.
Guest
Hey Lions,
You can set these Smart Lists using our Saved Filters. Once you set-up the conditions, the Saved Filters will remind you who and when to follow up with. You can display up to 10 Saved Filters in the Dashboard so they will be the first thing you see every time you log in. I added an article link below that will you show you how to set up your Saved Filters.
https://liondeskv2.zendesk.com/hc/en-us/articles/360036443352-How-to-Create-Contact-Filters-
Attachments Open full size