LionDesk V2 CRM Ideas Portal

We assign clients for monthly touches to team members and being able to assign a single task to multiple clients would be SO helpful

When a contact refers us it would be a good idea to track the number of referrals and other key data. I am a new agent (very new!) so I might be able to build the feature out myself but at the moment still learning a lot!

Agents run their LIVES by the calendar -- period. You NEED to have a calendar, front and center, on the HOME Page. I want to INSTANTLY see what I have going on for the day when I hit my HOME Page...I DON'T want to have to stumble and bumble down...

Please add the properties tab just like the old version has it! I utilize that every day

It will be very easy to find a contact by name than by filter. It will be hard to rememeber where did I got the lead/contact everytime i need to put a note or add a task. Please consider this idea. thankk you.

I am using Ad Portal and unless someone fills out the form I do not get to add them to my database. Both Facebook and I had Ylopo for awhile, will do this by default. My support stated that Liondesk does not... is there plans for this?

In V2 having a whole list of 100's of templates in one list no matter what folder they are in is cumbersome. In V1 they are much easier to deal with when they are in folders where you can open a folder and just see the templates in that folder. ...

If I have notes to add to that client or if I want the contact history of that client I can sort by Telephone # or First name or Last name.

very beneficial to agents - tells you who you need to be contacting and have them right up front. used this setup in Followupboss trial and it was awesome. it adjusts daily automatically within your parameters "last contact over 3 days" will popul...

Your transaction management system won't work for anyone in Massachusetts, including me. We have a 2-step process: Offer and then, about 2 weeks later, Purchase & Sale Agreement. You need to add a task for Purchase & Sale Agreement, and...