LionDesk V2 CRM Ideas Portal
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Have a ability to have a campaign run during certain hours of the day
If you are running A campaign and they sign up in the middle of the night, they would not get a text til the morning. The campaign could run between certain hours. It would make it look less automated.
Created 13 Jun 03:55pm by Guest
Campaigns
5
87
Vote
Drag and Drop templates to drip campaign
I want to be able to drag an email template over to a drip campaign and then within the campaign drag and drop them into the order they should be in. Then have drop downs on the side for days and time they should go out. It is super tedious the wa...
Created 22 Jul 10:24pm by Ben Lunsford
Campaigns
2
72
Vote
Mass Delete Scheduled Emails
I can only delete a scheduled email one at a time. It would be great if I can bulk delete them. This would be useful and save me a lot of time if I make a mistake and can easily bulk delete the scheduled email.
Created 9 Jul 03:44pm by Guest
Communications
5
Planned
56
Vote
Edit campaign action should update on running campaigns
I would like the ability to edit an item in a drip & have it update all who have yet to receive it. Also be able to edit campaigns with new items ECT and not have to figure out which clients need a to have existing campaigns modified to includ...
Created 13 Jun 12:49am by Charles Sipes
Campaigns
2
55
Vote
Create campaigns to start on specific dates
It would be INCREDIBLE to be able to start a campaign on a specific date for holiday campaigns, birthdays, sporting events, etc...
Created 23 Jul 04:55am by Guest
Campaigns
4
Planned
52
Vote
I have an assistant in V2 with a liondesk account and want to share transactions with and campaigns for her to implement those for me
I can't have her do anything with my account unless I give her my log in and that is not want I want. I purchased liondesk for her to use and be able to use with me as well.
Created 1 Jul 04:49pm by Debbie Sowell
LionDesk CRM V2
5
50
Vote
Add Quick Tasks
To increase work flow, V1 has the option to create quick tasks which is super useful. I noticed that V2 does not have that option. It would be great to have that feature added.
Created 15 Jul 01:15pm by Ruben Aguirre
LionDesk CRM V2
2
50
Vote
Select all 500+ contacts to start campaign
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.
Created 15 Jun 04:34pm by Guest
Campaigns
5
Planned
47
Vote
Allow us to future-date or back-date our auto action plans like other CRM platforms
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...
Created 5 Aug 03:44pm by Guest
Campaigns
3
46
Vote
Calendar Invite to Client
It would be great to send invites for appointments to my clients.
Created 18 Jun 10:00pm by Guest
Communications
0
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