LionDesk V2 CRM Ideas Portal

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.

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

Too many steps!

Ability so edit or delete item on event timeline (Comment etc.)

It would be super useful if, once an import is complete, the system would tell you row numbers that did NOT import due to errors. It would save a lot of time rather than trying to figure out why your contact list has 1,000 names but LionDesk only ...