LionDesk V2 CRM Ideas Portal
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Scheduling Text Messages
Please add the ability to schedule text messages like we are able to do with emails so that we don't have to use drip campaigns.
Created 14 Jun 04:33pm by Danny LionDesk
Communications
8
Shipped
78
Vote
Add a note section for contacts that stays in one spot for a quick glance
Right now notes/comments will get buried as you add more and you have to scroll through all the comments to find client information. I'd like to keep a note section of current information that I can see on the main page and edit as time goes on an...
Created 26 Jun 07:09pm by Allison Hoffmeister
Contacts
10
Shipped
63
Vote
Export Contacts By Filter.
Currently V2 does not allow us to export contacts after we create a filter. It only allows export of all contacts in the database. Need to be able to export after a filter is applied and export all contacts in that filter, not just the ones on the...
Created 2 Dec 05:45am by Guest
Contacts
2
Shipped
68
Vote
Should be able to just uplaod a photo rather than getting a link
Too many steps!
Created 22 Jul 09:06pm by Guest
Campaigns
2
Shipped
50
Vote
Make it easy to edit templates within a drip campaign.
For example you want to edit text template from a drip, you click edit and go through the steps. Instead of just pulling up the one template you want to edit it pulls up all the folders that hold text templates. Time consuming and now you have to ...
Created 26 Jun 05:29pm by Guest
Campaigns
2
Shipped
50
Vote
Add pictures to texts
I was wanting to put in a request to make it possible to create text templates with pictures.
Created 17 Jun 08:48pm by Guest
Communications
2
Shipped
40
Vote
find unsubscribed to avoid sending future email or text
we need to u8nsubscribe leads or archive them so you wont end up sending them an email or text when you are doping mass emails in the number of hundreds of thousands
Created 14 Jan 11:35pm by Guest
Other
1
Shipped
29
Vote
Multi Parties
Real Estate transactions always have multiple parties involved in each transaction. I would like to have an option to add multiple contacts to a transaction or a lead.
Created 29 Jul 07:48pm by Eduard Gubarik
Communications
2
Shipped
28
Vote
Keep contact lists in V2
make sure there is a reoccurring reminder feature of some sort and put it in a similar display to the dashboard so it’s easy to see who has not been contacted in a while.
Created 19 Jun 11:20am by Guest
Contacts
5
Shipped
19
Vote
Add a syncing calendar
Currently when I have appointments I have to remember to add them in both LionDesk and my calendar. If there was a way to add a calendar and it sync to your google, iphone, or outlook calendar would be great.
Created 13 Apr 03:22am by Guest
Other
3
Shipped
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