LionDesk V2 CRM Ideas Portal

The ability to open a contact and see what documents have been provided or pertain to them would be ideal to house all info for one contact under that contact instead of going somewhere else to find the document. Documents may include a CMA, Tax i...

A checklist would be a great to do when adding a new contact for expample, send a thank you card, add to drip campaign, add into MLS, etc... The ability to add multiple checklists to once contact and schedule each line item would be huge! Someth...

My contacts move from one type of list to another on a monthly basis or more frequently sometimes. It would be quick and easy to change the list the contact is on by using a favorite position.

the ability to text either of the owners of the home seems like an easy task to add. I do joint texts as well as want to speak with the spouse on occasion as well.

When I am viewing an individual contact i would like the contact info on the left side - i.e. Name, email, phone, spouse name, spouse email and phone, address etc. to be larger and not so narrow. Versus on the right side the activities take up 3/...

Since we can only send out 500 emails at a time, give me 500 contacts to send out.

The list of Filter Types/Conditions is fairly long and some of the types such as "# of Texts Sent" are far down on the list and not easy to get to. It would be great if we could type out the name of the condition instead of having to scroll throug...

There should be a pond option for manually entered leads to go into a pond area for team members to crab them and start nuturing - pond could even be time sensitivty (ie team members have 12 hours to hand pick leads from the pond to work and then ...

We like to market to both spouses. It would be awesome to be able to select "autocreate" to create a new Spouse contact at the same time we create a new contact. This would really save a lot of double entry.

It would avoid tbe need to upload possible several contacts individually.