LionDesk V2 CRM Ideas Portal

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

Spouse and/or Secondary Email being Included on Campaign

I have MANY couples who are clients and when I set them up on campaign only one gets the email. I do not prefer to have two separate profiles for essentially one buyer just so they both receive the email. Most couples will say that they BOTH want to be included on all correspondence. Please consider fixing this so to help us agents keep all parties informed and reducing how many contact profiles we have. Thank you!

  • Guest
  • Jun 15 2020
  • Planned
  • Attach files
  • Lynise Smith commented
    21 Sep 07:31pm

    This is very much needed!!

  • Wanda Robinson commented
    26 Jul 04:28pm

    It is unimaginable that this is not a feature already included in LionDesk. Please let us know when this will be included. Thank you!

Copyright LionDesk, LLC 2020