LionDesk V2 CRM Ideas Portal

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I have an assistant in V2 with a liondesk account and want to share transactions with and campaigns for her to implement those for me

I can't have her do anything with my account unless I give her my log in and that is not want I want. I purchased liondesk for her to use and be able to use with me as well.

Debbie Sowell
Jul 1 2020

LionDesk CRM V2

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28 Vote

Share transactions plans Merged

it would be great to share transactions plans in the same way you can share drip campaigns.

Created 11 Jul 03:10pm by Guest

LionDesk Transactions

1
9 Vote

Sharing a Drip Campaign - Secured Drip (V2) Merged

add the V1 feature that allows a user to create a drip campaign, make it secure and share with team members: https://liondesk.zendesk.com/hc/en-us/articles/360003249833-Sharing-a-Drip-Campaign

Created 19 Jun 04:17pm by Jen Kelly

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