LionDesk V2 CRM Ideas Portal

it's cumbersome to add some info on the contact entry page, but then have to go to a different page for the rest of the info. Also, if you can do drop down for each of those on the main contact page that would be amazing. It's very cumbersome ...

I would love to be able to click on the contacts name and have it link to their profile so I can quickly go there if I need to look something up before texting them back.

My co-workers and I feel the new look can use some color. Everything is all one color and nothing stands out. Change is not always an improvement.

I hate the new Liondesk in that the email signature is not easily already placed and ready to go when sending emails.

When in 'communications' it would be great to just click on the contact name to go to that contact rather than hving to cut & past and search for name..

When I sort my clients through the hotness level, it only pulls up clients with a hotness on top and those without at the bottom. I would like to see my A contacts first and the my B contacts etc

When you finish and send an email, it should either take you completely out of the compose email screen, or refresh the screen so it is empty. That's what V1 does. Currently V2 leaves your sent email (text, address and all) in the screen.

Be able to share email templates with your team

For leads that you have multiple numbers for.

On V1 contact profiles, if you go to add recurring tasks, we are given detailed options. Example: I set recurring tasks for the first Tuesday of February and have it recur for a few years. However, when setting an autopilot campaign or even settin...