LionDesk CRM V2 | LionDesk V2 CRM Ideas Portal

Add a repeatable task list to clients. We would like to be able to create a group of tasks for example "onboarding client" that we can then add once a client decides to work with us. That way we make sure to cover all our bases through task reminders.

This could be worded as the ability to create a Template list of tasks that can be added to clients.

Created 29 Mar 03:36pm by Melody Wigdahl

Contacts

0 Already exists

1 Vote

See all comments in a continuous string on contact page.

Just like you are able to see all tasks associated with a contact, it would be nice to have a dedicated tab that allows you to see all the comments you have for a contact. This would make it easier to remember all the details of past conversations...

Created 7 Mar 05:44am by Guest

Contacts

2 Already exists

3 Vote

Sub account users should be able to assign campaigns for main account

I have an assistant and her job is to complete the tasks in the campaign. Our campaigns are designed to communicate on my behalf because I am the licensed individual and my assistant's job is to assign the campaigns based upon the phase the buyer ...

Created 3 Mar 08:07pm by chasity goodson

Campaigns

1 Already exists

1 Vote

Create a default window with all recently added activity at a glance

No description provided

Created 26 Jan 10:52pm by Guest

Contacts

1 Already exists

1 Vote

AI For Texting

No description provided

Created 26 Jan 02:26pm by Guest

Campaigns

2 Already exists

LionDesk V2 CRM Ideas Portal

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

Filter by status

Filter by category

Create Category Lists in CRM

Deleting notes from wrong client

Allow videos to be uploaded to your landing page

We should be able to see Text messages that are scheduled.

Sort contacts by last name

Add a repeatable task list to clients. We would like to be able to create a group of tasks for example "onboarding client" that we can then add once a client decides to work with us. That way we make sure to cover all our bases through task reminders.

See all comments in a continuous string on contact page.

Sub account users should be able to assign campaigns for main account

Create a default window with all recently added activity at a glance

AI For Texting

Filter by status

Filter by category

Identify yourself with your email address

Create Category Lists in CRM

Deleting notes from wrong client

Allow videos to be uploaded to your landing page

We should be able to see Text messages that are scheduled.

Sort contacts by last name

Add a repeatable task list to clients. We would like to be able to create a group of tasks for example "onboarding client" that we can then add once a client decides to work with us. That way we make sure to cover all our bases through task reminders.

See all comments in a continuous string on contact page.

Sub account users should be able to assign campaigns for main account

Create a default window with all recently added activity at a glance

AI For Texting