LionDesk V2 CRM Ideas Portal

A Sunday text may seem a little spammy.

So we won't have to toggle from Legacy and V2 tasks when we need to get to tasks made in V1.

i have about 3,000 contacts with campaigns and it has taken me 5 days to get to 1000 people left this is taking to long and wasting my time and money, every employ ive asked has told me that i have to do it manually and its been 5 days need this asap

Many client don't give year, can that option be removed and just input month and year as MLS does?

just adds a good reason to reach out to clients each year

The primary email address and phone number is the only address that gets used for Drip Campaigns. Many clients have spouses/significant others with separate email addresses and separate texting numbers. It would make more sense to keep each client...

I created plans under transactions. I shouldn't have to go into every transaction to see what might be due on a given day. I was told that I could set an email reminder... that is silly. Why aren't they visible in a task list?

Would like to see a way we can bulk text image(s).

If you create one by mistake or want to recreate it we need to be able to delete them so we don't end up with a ton of them that don't get used.

My phone database / contacts is usually the master list. I get a new client call, I click save to contacts. I turned off the sync option in LionDesk because it was not push/pull. If I deleted a contact in LionDesk, an hour late it would grab the c...