LionDesk V2 CRM Ideas Portal
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19
Vote
Ability to Sort By DOES NOT Have A Tag
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...
Created 5 Aug 08:21pm by Guest
Contacts
1
Shipped
11
Vote
Assign more than one team member to a contact
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
Created 5 Aug 07:53pm by Guest
Contacts
1
Shipped
1
Vote
Making Contact Information Display for Default
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.
Created 31 Jul 10:12pm by Guest
Contacts
1
Shipped
30
Vote
Multi Parties
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.
Created 29 Jul 07:48pm by Eduard Gubarik
Communications
3
Shipped
4
Vote
Editing Comments in Tasks
I would like to have the ability to edit comments I make within the task section
Created 29 Jul 07:45pm by Eduard Gubarik
Contacts
0
Shipped
4
Vote
Ability to Pin a Note/Comment
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.
Created 25 Jul 10:27pm by Michael Regilio
Campaigns
0
Shipped
99
Vote
ability to text a spouse
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.
Created 24 Jul 09:53pm by Guest
Contacts
5
Shipped
19
Vote
Drip campagin task trigged by close of escrow date
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
Created 24 Jul 05:42pm by Guest
Campaigns
1
Shipped
5
Vote
Link to a contact profile from the text area
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.
Created 23 Jul 04:52am by Guest
Communications
0
Shipped
13
Vote
too many steps to send contact an email - shouldn't have to choose which contact in contact record
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
Created 22 Jul 10:44pm by Guest
Communications
1
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