LionDesk V2 CRM Ideas Portal

I want to be able to filter out people who have a certain tag (or even Hotness) so I can easily put people into campaigns that they have NOT been in before. Right now this has to be done manually when if we could just have this in the contact filt...

We have a lender added on to our team but currently their is no "sub" contact assigned. So he is unable to see any updates we put into liondesk unless I assigned only him to the contact page

Being able to have the ability to have all information with the profile show prevents the client from always having to search fr the info.

Real Estate transactions always have multiple parties involved in each transaction. I would like to have an option to add multiple contacts to a transaction or a lead.

I would like to have the ability to edit comments I make within the task section

It would be really helpful to be able to pin a note/comment to the top of the contacts "Contact Activity timeline" so we can put the important info in a note and have it immediately available when we are interacting with them.

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.

Example: Be able to schedule follow up calls, email, etc based on x many days after close, such as such as 1 year, 2 year 3 year, etc anniversary

I would love to be able to click on the contacts name and have it link to their profile so I can quickly go there if I need to look something up before texting them back.

in V2, when you click contact to send email you have to choose which "amanda" you want to email but you are in their record