What's new on LionDesk

CRM | Transactions | Visual Market Insights

Fix
June 23, 2021

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.

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Fix
June 14, 2021

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

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Enhancement
June 07, 2021

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!

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Fix
June 02, 2021

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.

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