LionDesk V2 CRM Ideas Portal
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Editable Fields When Entering New Contacts
Would be great to be ale to edit the order of the contacts fields when putting in a new contact. I only need to put in 3 - 4 areas but I have to scroll down to get to the fields I need. Would love to be able to sort those fields I use to the top t...
Created 20 Jan 12:50pm by Guest
Contacts
0
62
Vote
Drag and Drop templates to drip campaign
I want to be able to drag an email template over to a drip campaign and then within the campaign drag and drop them into the order they should be in. Then have drop downs on the side for days and time they should go out. It is super tedious the ...
Created 22 Jul 10:24pm by Ben Lunsford
Campaigns
0
1
Vote
snail mail
Hi. Why we can not have snail mail campaign and print letters from LD. It is very effective way of staying in touch with clients. Sending letter with notepads or market updates. Not everyone uses email like we do. Some people will change their ema...
Created 18 Jan 03:59pm by Guest
Campaigns
0
4
Vote
Actions should automatically close & save
After sending an email, editing a contact, or selecting a campaign the current window should automatically close.
Created 18 Dec 01:26pm by JOHN ANNUNZIATA
LionDesk CRM V2
0
1
Vote
Archive Campaigns
You should be able to Archive campaigns created that you are not using at the moment and unarchive them when you are ready to use that campaign again.
Created 17 Jan 06:28am by Guest
Campaigns
0
43
Vote
Mass Delete Scheduled Emails
I can only delete a scheduled email one at a time. It would be great if I can bulk delete them. This would be useful and save me a lot of time if I make a mistake and can easily bulk delete the scheduled email.
Created 9 Jul 03:44pm by Guest
Communications
3
Planned
42
Vote
Add Quick Tasks
To increase work flow, V1 has the option to create quick tasks which is super useful. I noticed that V2 does not have that option. It would be great to have that feature added.
Created 15 Jul 01:15pm by Ruben Aguirre
LionDesk CRM V2
2
3
Vote
Edit contact information from the contact overview page
being able to edit contact information such as email address, cell #, or tag could save a little time...
Created 18 Dec 01:12pm by JOHN ANNUNZIATA
Contacts
0
1
Vote
3rd party email account activity recognized as "activity" in liondesk
The system will recognize the activity related to the actions done within the Liondesk account. The last email that went out to him from the database was on 12/24 and he opened the email that same day. The other emails listed in the activity time...
Created 14 Jan 03:21pm by Guest
Communications
0
2
Vote
It would be great if an image could be pasted into "Comments" that would REALLY help me as well
No description provided
Created 30 Dec 03:43pm by Guest
LionDesk CRM V2
0
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