LionDesk V2 CRM Ideas Portal

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Is there a way we can run a contact search by their company rather than just by their name?

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Tags are currently NOT shareable between team members and they should be. If a team lead creates a tag, the team should be able to access them and not have to create their own.

It would be very helpful to be able to change the status to listed or under contract accordingly as prospects/clients move through the process. We see "Active" as being for those who are actively looking to buy or actively preparing the home to se...

Under 'add activity' there are a list of options. It would be great to be able change/edit those.

If you are running A campaign and they sign up in the middle of the night, they would not get a text til the morning. The campaign could run between certain hours. It would make it look less automated.

be able to send mass emails to all contacts at once instead of limiting to 1000

I understand the issue of letting people opt out of text messaging, but we need a system we can use with prospects. Asking a prospect to opt-in to texts from an agent they don't know will not work. It makes texting in prospecting campaigns impossi...

under a different platform I was using a transaction management that provided several columns. For Example in Column #1 was the Lead, #2 Customer, #3 active client, #4 under contract #5 closing etc. You could drag and drop the "lead" to the next c...