LionDesk V2 CRM Ideas Portal

It would be helpful to have a character count when adding notes/comments in the contact activity

Hi yah, I am wanting to send out an email that has three options for a reply. Is there any way I can set this up? The options are 1-send me the sellers guide 2 send me the buyers guide and 3 send me both guides. So they click on the option and it ...

Please add an option to add and edit contacts as a spreadsheet view. this will save time to upload & download, also it will avoid entering into every single contact separately. Instead, I can scroll down and just add or adit any contact on the...

We have a campaign that we assign to folks who have recently closed on the purchase of a new home. We’d like one of the emails to be sent one year from the closing date. The closing date doesn’t always get input on the day it happens and/or the ca...

Friendly suggestion for something to fix on the site: When changing a contact's info, like phone or name, you will lose everything if you click to a different page and haven't hit SAVE. Is there a way for the system to automatically save updates l...

Conversion Monster has a great integration with FirePoint and it would be nice to compete with that.

Make emails in a campaign readable without having to open another tab and go into marketing to read the template and then go back to the campaign for the client. This would help us determine if certain emails in a campaign might not be appropriate

The type of campaigns I currently have are Lead Gen with a Home Buyer Survey. I was thinking how for my target audience the best first response would be a short open ended question or something regarding engaging them in the survey again , just re...