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

14 Vote

Add properties Like the old version!!

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

Created 29 Jul 09:39pm by Guest

LionDesk CRM V2

2 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

Video on landing page

Hi, I am a current customer and am considering purchasing a landing page subscription. If you could offer the capability to upload a short video on the landing page, that would be a great value! Thanks for your consideration!

Created 1 Oct 09:38pm by Guest

Landing Page

2 Already exists

3 Vote

How can I see all clients who have an active campaign running and edit if necessary?

I need to see all clients who have a campaign running. I have a large database and it is un productive to have to remember and look through every contact to see who has an active or inactive campaign. Need a way to see everyone and determine if I ...

Created 16 Jul 10:54pm by Milana Oyenuga

Campaigns

1 Already exists

2 Vote

Syncing to do task to Google Calendar

once you establish a to do task it would be awesome if it automatically sync to our google calendar

Created 13 Oct 08:47pm by Guest

LionDesk CRM V2

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

LionDesk V2 CRM Ideas Portal

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

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Filter by category

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

Sort contacts by last name

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

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.

Add properties Like the old version!!

See all comments in a continuous string on contact page.

Video on landing page

How can I see all clients who have an active campaign running and edit if necessary?

Syncing to do task to Google Calendar

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

Filter by status

Filter by category

Identify yourself with your email address

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

Sort contacts by last name

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

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.

Add properties Like the old version!!

See all comments in a continuous string on contact page.

Video on landing page

How can I see all clients who have an active campaign running and edit if necessary?

Syncing to do task to Google Calendar

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