LionDesk V2 CRM Ideas Portal

This is a big issue if you ever need to change how information is arranged on your contacts in LionDesk, on a large scale. You basically can't unless you go 1 by 1 by 1 by 1. This is a HUGE problem if you have 1,000-5,000 contacts! When a brand ne...

Requesting the ability to be able to mass remove a tag from all contacts – instead of how it is now where it would remove all applicable tags. The envisioned “remove tag” function would allow you to select what tag to remove from what people.Video...

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.

Currently when you manually assign a lead to a team member in v1 the team member is notified of the lead via an email.Users request for this feature to be available in v2 as well when manually assigning leads.Created on behalf of our user.

The search tool is great at finding names or e-mails. But it should also be able to instantly search comments/notes.This helps when we cannot remember a client's name perfectly but we remember details about the conversation such as: Had twin boys ...

The amount of time between the next time you follow-up with a lead, is best decided each time you make contact with them. Therefore, the defauly should be "does not repeat" and let the user decide when the next contact is best.

Example1:You search and pull up husband's name and contact card. A highlighted mini box shows up in the top right corner indicating there is a "Linked Contact" or "Connected Person" to this lead. You click it and are taken to the other contact's i...

Ability to forward to enter the next contact (after saving the prior one) without having to go back to the main contact page.2. Speed up the loading of contacts when I open the tab, then create contact. VERY slow.

More efficient marketing

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.