System Update - Bug Fixes
The LionDesk team has launched a system update to address and fix the recent reports of the following issues:
• Filtering contacts by Last Phone Activity will now display contacts within the set conditions (today, yesterday, within the past x days, etc.).
• Filtering contacts by Created Date will now display contacts within the set conditions (today, yesterday, within the past x days, etc.).
• Uploading CSV files that include an ampersand (&), quotes ("), forward-slash (/ ), or backward-slash (\ ) in the contact's name are now accepted.
New Enhancement: Filter and View Unsubscribed Contacts
Keep your CRM up to date!
With this enhancement, you can filter and view the contact who have unsubscribed from your communication. You will see which contacts have unsubscribed and the date they unsubscribed. Check out the video below to learn more!
System Update - Bug Fixes
The LionDesk team has launched a system update to address and fix the recent reports of the following issues:
• Account name can now include an ampersand (&)
• Any updates to a contact's address will reflect correctly in the contacts table
New Enhancement: Filter Activity Reports by Teams or Team Members!
Team Leaders and Admin accounts can now filter the Activity Reports to view the metrics of specific teams, team members, and sub-accounts.
With Activity Reports, you can track your metrics (emails sent, text sent, calls made, and more) and compare them over the past week, month, or year! Team Leaders and Admins can now track the progress, and measure the production of their team!
Check out the video below to learn how!
System Update - Bug Fixes
The LionDesk team has launched a system update to address and fix the recent reports of the following issues:
• You can create new contacts and include an ampersand (&) in the contact's name.
• You can create new tags and include an ampersand (&) in the tag.
• In the Contact Dashboard, you can create tasks for up to 1,000 contacts at a time
• In the Contact Dashboard, you can assign a campaign for up to 1,000 contacts at a time
• In the Contact Dashboard, you can select all your contacts at once, and deselect specific contacts without deselecting the entire list.
• Contact Filters that filtered by Hotness Level no longer generates an error code.
New Feature: View Metrics and Track Progress With Activity Reports
Make the most out of your LionDesk account with Activity Reports!
With Activity Reports, you can track your metrics (emails sent, text sent, calls made, and more) and measure your progress! You can compare your metrics over the past week, month, or year to get insight into your marketing efforts.
This new feature is especially great for Admins and Team Leaders as they can measure the progress of their subaccounts and team members. Admins and Team Leaders can view sub-account and team member account activity and measure production.
Check out the video below to learn about Activity Reports.