LionDesk V2 CRM Ideas Portal
Give us feedback on ideas and let us know where to focus!
Add a new idea
Filter by status
Already exists
69
Will not implement
8
Planned
32
Shipped
×
Filter by category
LionDesk CRM V2
×
143
Ad Portal
×
1
Campaigns
×
15
Communications
×
31
Contacts
×
37
Dashboard
×
3
General Design / UI
×
6
Landing Page
×
1
Other
×
18
Power Dialer
×
1
Reporting
×
0
LionDesk Transactions
×
9
LionDesk VMI
×
0
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
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
29
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
2
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
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
Shipped
68
Vote
Should be able to just uplaod a photo rather than getting a link
Too many steps!
Created 22 Jul 09:06pm by Guest
Campaigns
2
Shipped
2
Vote
Edit event timeline items
Ability so edit or delete item on event timeline (Comment etc.)
Created 18 Jul 06:04pm by Guest
Contacts
0
Shipped
3
Vote
Notify Which Rows Did Not Import
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 ...
Created 10 Jul 08:07pm by Guest
Other
0
Shipped
« First
‹ Prev
…
7
8
9
10
11
12
13
14
15
Next ›
Last »
Copyright LionDesk, LLC 2020