LionDesk V2 CRM Ideas Portal

I've noticed in the transactions, as you build you file flow, it adds the tasks backwards. For instance if there are 3 different things to do when an escrow is opened on the "start date" they are out of order. It would be helpful to be able to r...

It would avoid tbe need to upload possible several contacts individually.

It would be helpful to have a similar text notification feature on the Top of the Liondesk Site in V2 as the one that was in V1.

I would be great if there was a way for the system to automatically change the home address of a client when they purchase a new home. This could override the current address and keep you from having to enter information multiple times. It could b...

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.

I would love to pull a report for a month of all the birthdays and anniversay's for that month or year. I like to send cards to my clients and I like to pull the report and then see who I need to get a card to that month.

the ability to text either of the owners of the home seems like an easy task to add. I do joint texts as well as want to speak with the spouse on occasion as well.

I can't have her do anything with my account unless I give her my log in and that is not want I want. I purchased liondesk for her to use and be able to use with me as well.

I want to be able to drag an email template over to a drip campaign and then within the campaign drag and drop them into the order they should be in. Then have drop downs on the side for days and time they should go out. It is super tedious the ...