LionDesk V2 CRM Ideas Portal

I create a task by using "E" for email or "C" for call. If I have 6 people that I have marked "E" to email and am in the “task” left bar panel, it does not give me an option to do a bulk email. If I go to the 'contacts' left bar panel, I can bulk,...

This CRM is designed for real estate offices. Since most offices have the broker of record as the contact owners, the assigned agent should still be able to add relationship contacts if they have both contacts assigned to them.

On LD V1, under tasks, it was easier to manage and complete tasks because when we open the first task, we can just simply click on next and move forward to the next task. On LD V2, the toggle button is available BUT it only brings you to the most ...

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If a customer is getting a text from a LionDesk phone number associated with my account, then ONE opt out message should suffice. However, the customer gets a LENGTHY one when an auto-response is generated from an imported lead, which can bury the...

I would like to connect my rss feed to my crm and send out a weekly newsletter

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.

So we won't have to toggle from Legacy and V2 tasks when we need to get to tasks made in V1.

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.