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How to Edit, Comment, View, Add Activity or Task and Add to List

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.

 

 

 

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