LionDesk V2 CRM Ideas Portal

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

Be able to assign a drip in bulk to a list of contacts - just have LionDesk add the drip to the contacts that don't have it instead of getting a message that it cannot add as one or more contacts are on the drip already. And provide a list of the ones that weren't added so the user can see why out of 100 contacts only 50 got the drip added

without having the ability to see what contacts are on which campaign ( like in V1) it is hard to know which contacts need to be removed from the filtered list (bulk action) if the drip is getting assigned to hundreds of contacts. To know which contacts are on a campaign already makes for a faster process.

  • Guest
  • Jul 8 2020
  • Already exists
  • Aug 3, 2020

    Admin response

    You can run a filter for all contacts that don't have a future autopilot tasks to see which clients do not have an autopilot task on them and then start the drip that way.

  • Attach files
Copyright LionDesk, LLC 2020