LionDesk V2 CRM Ideas Portal

When searching a client, if I type in the spouses name, it doesn't come up. Can that be included in the next upgrade? Thanks!

I like to keep both spouses updated on what is going on

I have had 700 people open my emails this month. Yet I cannot select them and add them to a drip or a list. Wasted. Lost Opportunity.

A lot of us are using FB more and more to reach out to clients and potential clients. Often, clients reach out to us via FB. It would be nice to have that as an option for "activity" along with inbound text...but I guess that's a different subject

We like to market to both spouses. It would be awesome to be able to select "autocreate" to create a new Spouse contact at the same time we create a new contact. This would really save a lot of double entry.

viewing the dashboard of filters being you dont have "lists" we shouldnt have to view the big huge box i like a clean dashboard im sure im not the only one

Having the ability to have 3rd party data filter from Zapier to custom contact fields in LD would be very useful, as sometimes there is extra data that needs to be imported other than the standard contact fields.

Everyone would benefit from this simple function and it would save a TON of time. We could future date closing plans, birthday plans OR if we missed an action plan by one day and wanted the plan to start yesterday then we could backdate the plan s...

would love a tracking pixel made by LionDesk to track my visitors on my site to send them relevant other pages once’s they’ve visited a page enough. If the page contains video, to track the video view and be able to retarget them based on if they ...

It would be great to send invites for appointments to my clients.