New Updates: | LionDesk IdeaSpace New Updates Helprace RSS https://liondesk.helprace.com/s1-general/updates/new?format=rss Cloud CMA Integration Really excited to finally get this one done for an initial release!  Thanks to our buddies at CloudCMA for all the help.

You can now create a 'Cloud CMA' directly from a LionDesk contact.  You have the ability to email yourself or your contact the CMA.  Activity will be logged in LionDesk and the CMA will be saved in your documents.

Full Help Article: https://liondesk.zendesk.com/hc/en-us/articles/360004145473-Cloud-CMA-Integration

]]> Fri, 11 May 2018 18:52:57 +0000 https://liondesk.helprace.com/i301-cloud-cma-integration https://liondesk.helprace.com/i301-cloud-cma-integration David Anderson David Anderson Really excited to finally get this one done for an initial release!  Thanks to our buddies at CloudCMA for all the help.

You can now create a 'Cloud CMA' directly from a LionDesk contact.  You have the ability to email yourself or your contact the CMA.  Activity will be logged in LionDesk and the CMA will be saved in your documents.

Full Help Article: https://liondesk.zendesk.com/hc/en-us/articles/360004145473-Cloud-CMA-Integration

]]> Round Robin Updates: "Next Up / Rebroadcast" You now have the option to recycle the lead in a "next up" manner if the team member hasn't claimed the lead in a certain amount of time.  To do that, just set the "Next Up Minutes" to something greater than 0 when doing Round Robin distribution.

If you set the 'Next Up' to 5 minutes, it means that if your lead has not been claimed by the person it was distributed to, then 5 minutes later, it will go to the next one until it cycles through every person in your round robin distribution.  

Associated Help Article: https://liondesk.zendesk.com/hc/en-us/articles/217038948

]]> Fri, 11 May 2018 18:50:47 +0000 https://liondesk.helprace.com/i300-round-robin-updates-next-up-rebroadcast https://liondesk.helprace.com/i300-round-robin-updates-next-up-rebroadcast David Anderson David Anderson You now have the option to recycle the lead in a "next up" manner if the team member hasn't claimed the lead in a certain amount of time.  To do that, just set the "Next Up Minutes" to something greater than 0 when doing Round Robin distribution.

If you set the 'Next Up' to 5 minutes, it means that if your lead has not been claimed by the person it was distributed to, then 5 minutes later, it will go to the next one until it cycles through every person in your round robin distribution.  

Associated Help Article: https://liondesk.zendesk.com/hc/en-us/articles/217038948

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