LionDesk V2 CRM Ideas Portal

Organizing the database in contact lists is crucial. Being able to see them on the dashboard is a time saver instead of going through and doing a filter. The ability to see at a glance is V1 was ideal. Being able to organize that section would als...

Be able to view 15 activities at once without scrolling on homepage under "Recent Activity"

In the pipeline page the slide bar is inconvenient and clunky. Too much effort just to slide from left to right.

Very happy to see more options than just the one day in V2 but please keep it at current day instead of 24 hours.

V1 Had this capability, but it seems to have been lost with V2. When I have multiple tranactions, it is not efficient to go through each transaction daily to look for tasks that are due. I need a summary on the home page of ALL tasks due or overdue.

I don't like see the list and full email of what I send my database. It is so busy. Thanks Bessie

By choosing the components we'd like to see when opening the program, need to get to quickly, use most or on a daily basis, the Dashboard interface would be more appealing and useful to each individual user. for example . . . If I wanted to see my...

When creating a filter for the dashboard allow "team sharing on" to be selected and turned on so that the number of contacts on the dashboard accounts for team members rather than requiring the user to click the filter and turn on team sharing in ...

Should be able to delete any type of activity on Dashboard

This would be helpful to many agents who have assists without LionDesk Accounts.