LionDesk V2 CRM Ideas Portal

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.

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!

Often time my agents are working on editing a group of emails, phone numbers, addresses, etc at one time. It would save so much time if they could edit directly in the grid, rather than having to open each and every contact card, save it and then...

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...

when you import a contact list, there's no way to segment those contacts for bulk edit - For example, if i want to assign a lead source to 2500 leads, I have to select 200 at a time to edit them... the bigger problem is that at somepoint in the fu...

Upload a text image directly from the contact page

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

When a contact refers us it would be a good idea to track the number of referrals and other key data. I am a new agent (very new!) so I might be able to build the feature out myself but at the moment still learning a lot!

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...

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.