LionDesk V2 CRM Ideas Portal
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Offer marketing material for financial advisors to expand business opportunities
Offer marketing material for financial advisors to expand business opportunities
Created 06 Oct 15:17 by Guest
Campaigns
0
1
Vote
Integration with Spacio
Lacrice Turner is looking for an integration with Spacio.
Created 05 Oct 22:56 by Guest
Other
0
1
Vote
Scroll feature
Once you click on the lead in the old version, the sub panel to the right with all the communications with the lead....the scroll is way to sensitive and its very difficult to scroll and find a specific text or communication .
Created 02 Oct 23:23 by Guest
Other
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1
Vote
Call spouse phone number in single or multi-line mode
Currently, LD automatically call a contact's mobile. If nobody picks up, it will go to their home and then office.
Created 01 Oct 18:55 by Lee Ling
Power Dialer
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1
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Yearly emails
No description provided
Created 30 Sep 21:25 by Guest
Campaigns
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1
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Make Campaign a column option for contact page
allows you to see at a glance which campaigns a contact is in
Created 26 Sep 22:13 by Guest
Campaigns
0
1
Vote
change the contact view so I don't need to click the drop down arrow to see contact info.
It is a time suck to have to click to see an address, phone number and other very common contact info.
Created 25 Sep 18:20 by Guest
Contacts
1
Already exists
1
Vote
Deleting Contacts
I'm the account owner/broker. I have an agent who has to send me contacts she needs deleted, since I'm the owner. Is there a way to set it up so she can delete contacts that I send to her and delete contacts that she brings in and adds to LionDesk...
Created 24 Sep 23:35 by Guest
Contacts
0
1
Vote
Funnel questions integration and LEAD Distribution
on the contact form have a text box for integration concerning Funnel Questions and Answers, that way it will be easier to identify the customers needs. This is answers than will be imported via Zappier! Lead Distribution - Allow zappier integrati...
Created 24 Sep 20:43 by Joe Almeida
Contacts
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1
Vote
App Notifications
In the LD app, it would be great if we could receive alerts on our phone when we receive a text back to our custom number, that being said, also, if we could have the ability to delete text messages in the app.
Created 24 Sep 13:29 by Guest
Communications
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