- Contacts Slipping away
LionDesk pulls up information from two different areas to alert you when your clients are slipping away and have no current activity. Activity is either a comment, an email, text message or phone call :
- On A List of Contacts
In Marketing > Contact List, when you create a List, you can set a reminder of how soon you want to be notified if a list has no activity
For example, let's say you have created a list for "Sphere of Influence" and set a reminder for 30 days, on the 31st day if there is no activity, LionDesk will notify you on your Dashboard as a contact who is slipping away.
- On a Contact
LionDesk will also alert you when there is no activity on a specific contact "Status"
In Settings, under Contacts activity alerts, You can set up the numbers of days for each status before LionDesk alerts you that there no activity.