LionDesk V2 CRM Ideas Portal

Under 'add activity' there are a list of options. It would be great to be able change/edit those.

Once in the contact for each lead it would be great to have a folder or tab for that contact where we can upload PDF's or jpegs for that contact for V2 CRM

It would be great to have a client's social media links as a standard field in their contact profile and possibly have the social media platform's icon under the contact's name for easy access and ability to click through to their link.

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

One of the reasons I purchased a CRM was for the ability to print labels for mailings to my customers. I almost don’t believe it’s not a feature of a good CRM

I would like to make a suggestion, the ability to print a contact sheet that has the contact info on top then the activity on bottom. That would be amazing for our files

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...

Is there a way we can run a contact search by their company rather than just by their name?

When matching fields from a lot of columns it takes a long time to find the matching field. It would be helpful if they were in alphabetical order like they are in settings.

It would be very helpful to be able to change the status to listed or under contract accordingly as prospects/clients move through the process. We see "Active" as being for those who are actively looking to buy or actively preparing the home to se...