LionDesk V2 CRM Ideas Portal

Version 1 had a broad overview of the contact's info. including tasks, source, activity, campaign, etc. in version 2 we have to click a drag down to see all this info

restore individual contacts

Not a huge deal, but simple to implement and would streamline the daily use of Liondesk. Add the "Add New Contact" button as a standard to each page in Lion Desk so no matter where you are in LD you never would have to click twice , Maybe pu...

Be able to remove 3rd party emails from Liondesk that sync from google, outlook or Microsoft 365 accounts to avoid having information stored in the activity timeline that is not needed.

When searching a client, if I type in the spouses name, it doesn't come up. Can that be included in the next upgrade? Thanks!

just adds a good reason to reach out to clients each year

Have the ability to filter contacts by "company" field

Could then see quickly who had not been called in the Contacts list

Can you have LD & Google Contacts sync more often than once a day? This is combersome when adding a new contact and it not syncing into LD until the following day. Most often, I want it added asap so that I can put it on a drip campaign befo...