LionDesk V2 CRM Ideas Portal
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please add the CMA function in the new lion desk, this is a useful tool and the option to set up to send every 6 months or yearly automatically
please add the CMA function in the new lion desk, this is a useful tool and the option to set up to send every 6 months or yearly automatically
Created 14 Jul 06:55pm by Guest
Campaigns
0
Planned
2
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Need to be able to download lists for mailing by Tags, not entire list.
Anyone who uses a CRM needs to segment their customer base, for instance, buyers. sellers, etc. If you have thousands of customers you need to create a mailing list or a csv list for mailing labels. This would be a bare minimum for a CRM. I gues y...
Created 16 Apr 08:28pm by Guest
Contacts
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5
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Show addresses in Favorite Info area as 1 line
I would like to see the address of my contacts on 1 line in the favorite info section. I do copy and paste that info all the time to search for the address in Google Maps, RPR, etc. and showing it in multiple fields is a PITA. Maybe have a button ...
Created 15 Jun 10:37am by David Boyd
Contacts
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Connect with Outlook as a Whole!!
As a sales person it is hard enough to jump back and forth between all my internal systems. I would love to LIVE in LionDesk for all my communications. I'd prefer to have my, email, my tasks, and my calendar in LionDesk so I can all but get rid of...
Created 23 Sep 03:31pm by Guest
Communications
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Planned
3
Vote
Ability to Filter By Date
For contact management it would be awesome to pull a list of everyone who have a birthday, anniversary, purchase date, etc. in a given month for simplicity in sending greeting cards, or postcard reminders.
Created 31 Mar 03:14pm by Rick Charpie
Contacts
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2
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Facebook Lead Ad integration keeps breaking
Access to this page is broken due to a password change or other problem. This integration keeps breaking multiple times a day when Facebook makes a change on their end. This is disrupting my Lead Assist campaign, and I am losing my leads! Please fix!
Created 23 Jan 10:51pm by Guest
Campaigns
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Planned
2
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Customize the Default for the Timeline
I would like to decide what I see first in the event timeline.
Created 9 Aug 06:27pm by Guest
General Design / UI
0
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1
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Zapier Lead Distribution
Have Zapier Lead come with lead distribution instead of manually assigning the leads
Created 20 Nov 12:01am by Guest
LionDesk CRM V2
0
Planned
1
Vote
After you email someone the contact record you were email opens back up.
Right now when you send someone an email after you send it a new email opens up vs just going back to the record you were on. Highly unlikely someone would want to email the same person again.
Created 12 May 08:28pm by Guest
Communications
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export webapp events - less data
First the data doesn't stay in the right columns. Also, my export comes in as 25k records each time I run it (I run an export list each week for reports) It would be better if we can filter, choose event type or date range
Created 16 Feb 04:51pm by Daniel Andrade
LionDesk CRM V2
0
Planned
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