LionDesk V2 CRM Ideas Portal
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Support for Multiple TYPE
I try to be very generic in my TYPE names: Buyer Prospect, Seller Prospect, Vendor, Title Company, Real Estate Agent, Appraiser, etc. However, some people are multiple types: my Appraiser is also a Seller Prospect, etc.
Created 28 Mar 20:32 by Guest
Contacts
0
3
Vote
Bullet point
It will be great if you can add bullet point to the body of the Add Event comment section. Right now the information is bundle together like a paragraph, it is easier to see if we can have the option for bullet points. Also, can you add the abilit...
Created 04 Mar 17:16 by Guest
Contacts
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2
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Filter by Associated Parties
Have the option to filter contacts based on associated parties, so that I can see everyone that is involved with/associated with a client. or be able to track where that referral came from.
Created 01 Jul 23:26 by Eduard Gubarik
Contacts
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2
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See contacts complete profile like V1 without expanding multiple windows
See contacts complete profile like V1 without expanding multiple windows
Created 01 Jul 23:25 by Eduard Gubarik
Contacts
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1
Vote
Red Ex integration
I really love what Red Ex does content wise, overall functionality of there dialers and daily motivational quotes. would love to be able to send directly to Liondesk and assign campaigns immediately
Created 02 Nov 03:14 by Guest
Contacts
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2
Vote
Ability to sort fields on main Contacts page
It would be helpful and time-saving to be able to click on the headings of the main Contacts page to sort the information in the columns in ascending/descending order either alphabetically or numerically, as appropriate.
Created 18 Jun 19:59 by Guest
Contacts
1
Already exists
3
Vote
IMPORT UPDATE
When importing a contact list it would be helpful to show the list that was not import so we will know who did not get imported. Its taking me alot of time to figure this out.
Created 24 Jan 18:01 by Guest
Contacts
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2
Vote
Automatically stop/delete pending task notifications and drip campaigns on deleted contacts
When a contact gets deleted for the system to automatically stop any active campaigns or any pending/upcoming tasks
Created 04 Jun 17:28 by Guest
Contacts
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3
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Link Contacts to Create a Household
It would be lovely to be able to create contacts for each individual and then link contacts to create a "household". This way you can make notes and collect texts, emails, and notes under each individual you are communicating with.
Created 11 Jan 00:00 by Kim Loveland
Contacts
1
1
Vote
Return to Contact Name in List
When opening a contact from contacts list, it would be helpful to return to list at the location of the contact.
Created 21 Oct 15:00 by Bill Bass
Contacts
0
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