LionDesk V2 CRM Ideas Portal

Give us feedback on ideas and let us know where to focus!

1 Vote

I WOULD LIKE TO BE ABLE TO SAVE CUSTOMER BILL COPY OR OTHER CUSTOMER PIC OR INFO TO A CONTACK

I WOULD IKE TO BE ABLE TO SAVE PIC OR CUSTOMER SENT IN INFO TO A CONTACT LIKE A PIC OF A DL OR A BILL COPY OR INFO SENT IN FROM CUSTOMER

Created 1 Dec 11:11pm by Guest

Contacts

0
1 Vote

Bring back mailing labels being printable through LionsDesk

i can't print mailing labels anymore.

Created 1 Dec 06:29pm by Guest

Contacts

0
1 Vote

Select calendar dates for actions in campaigns to be assigned

Select calendar dates for actions, that are specified in a campaign, to be performed. This will allow for specific dates for Holidays and events to be targeted and for time-specific occasions

Created 1 Dec 05:47pm by Guest

Campaigns

0
1 Vote

Delete Incoming Messages

I'd like to see a feature added where you can delete and/or archive messages.

Created 29 Nov 10:26pm by Guest

LionDesk CRM V2

0
1 Vote

edit and delete calls and text

I would like the ability to edit or delete calls or texts - I enter them manually and sometimes errors are made

Created 28 Nov 08:35pm by Guest

Contacts

0
1 Vote

Add Disposition Options before moving to next dial (example: No Answer, DNC, Bad Contact Info)

Add Disposition Options before moving to next dial (example: No Answer, DNC, Bad Contact Info)

Created 16 Nov 09:31pm by Guest

Power Dialer

0
1 Vote

Account Preview

Please make an option where you can preview account activity without having to open the account all the way and than go back t the contacts page this would help prioritize who you respond too

Created 8 Nov 03:38pm by Guest

LionDesk CRM V2

0
2 Vote

Ability to sort by surname

Incredibly useful when you have a large database.

Created 20 Oct 07:56pm by Guest

Contacts

0
2 Vote

Spell Check

Hello, It would be great if you could add spell check for tasks, emails, and campaigns. It's very time-consuming to have to copy and paste into a Word doc to spell check and then copy and paste back into LionDesk.

Created 17 Oct 02:55am by Guest

Other

0
1 Vote

Shipping Labels

I need shipping labels inside the V2 version. The shipping labels in V1 unfortunately print to a PDF. I need an editable version because V1 prints "&" as "amp".

Created 3 Oct 08:08pm by Guest

Contacts

0

LionDesk V2 CRM Ideas Portal

Give us feedback on ideas and let us know where to focus!

Filter by status

Filter by category

I WOULD LIKE TO BE ABLE TO SAVE CUSTOMER BILL COPY OR OTHER CUSTOMER PIC OR INFO TO A CONTACK

Bring back mailing labels being printable through LionsDesk

Select calendar dates for actions in campaigns to be assigned

Delete Incoming Messages

edit and delete calls and text

Add Disposition Options before moving to next dial (example: No Answer, DNC, Bad Contact Info)

Account Preview

Ability to sort by surname

Spell Check

Shipping Labels

Filter by status

Filter by category

Identify yourself with your email address

I WOULD LIKE TO BE ABLE TO SAVE CUSTOMER BILL COPY OR OTHER CUSTOMER PIC OR INFO TO A CONTACK

Bring back mailing labels being printable through LionsDesk

Select calendar dates for actions in campaigns to be assigned

Delete Incoming Messages

edit and delete calls and text

Add Disposition Options before moving to next dial (example: No Answer, DNC, Bad Contact Info)

Account Preview

Ability to sort by surname

Spell Check

Shipping Labels