LionDesk V2 CRM Ideas Portal

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

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...

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 ...

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...

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.

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!

I would like to decide what I see first in the event timeline.

Have Zapier Lead come with lead distribution instead of manually assigning the leads

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.

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