You can Edit, Comment, Add an Activity, or a Task to your contacts individually by clicking on the icons right next to each contacts, by clicking the "Actions" icon. A drop down will appear with different actions you can take.
- Edit Contact : When you Click on "Edit Contact" a new window will appear that allows you to edit basic profile information.
- Change the information you want to "Edit"
- Click "Update & Save"
- Add Comment
When you click on "Add Comment" a window will appear and let you add a comment directly to the contact.
Write the comment you want and click "Save Comments"
- Add New Activity
When you click on "Add New Activity" a window will appear
1- Choose the Activity you want to Add from : "Email Sent", " Text Message Sent", "Outbound Call Made", and " Inbound Call Received".
2- Then add a note if you like
3- When finished click "Add To Activity Log"
- Add New Task
When you click on "Add New Task" another window opens
1- In the "Description" write what you would want to be reminded of
2- Then select "When" including time and "How" You would want to be reminded.
3- When finished click " Save New Task"
- Add to List
Lists are created in the "Marketing" tab of LionDesk. A list is a group of contacts you are assigning the same particular email campaign to.
To add a contact to a list on the contact profile page:
1- Click "Add To List"
2- A Window will roll out
3- Select a List
4- Click "Save Clients to List"
- Finally, clicking on "View" icon, or on the contact name will take you to the Contact Profile page.
- Taking Action on Multiple Contacts at Once
1- Select the contacts by clicking in the check box next to them
2- As soon as you select one contact, a yellow box appears on top of the contact list with options available.
In the box you can see how many contacts are selected and the different options of action: "Add Comment", "Add Activity", "Add Task".
Choose the option you want to assign and click on the respective icon. Any action will be taken on each of the contacts selected.