LionDesk V2 CRM Ideas Portal
Give us feedback on ideas and let us know where to focus!
Add a new idea
Filter by status
Already exists
30
Will not implement
3
Planned
8
Shipped
40
Filter by category
LionDesk CRM V2
×
1118
Ad Portal
×
10
Campaigns
×
145
Communications
×
191
Contacts
×
352
Dashboard
×
34
General Design / UI
×
58
Landing Page
×
10
Other
×
126
Power Dialer
×
11
Reporting
×
12
LionDesk Transactions
×
67
LionDesk VMI
×
8
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
1
Vote
Find a static list quickly
There is no quick way to find my lists. I have scheduled contacts to call in August and cannot find them quickly in V2. Perhaps a hyperlink on the left like you have campaigns and then a list shows up with all static lists created.
Created 06 Jun 16:46 by Johanna Chandler
Contacts
0
2
Vote
Adding Custom Fields when Importing Contacts.
When originally importing contacts it only allows you to match the fields with a field that LionDesk already has. It would be very convenient if we had the ability to create a custom field while importing contacts so that we could make sure we are...
Created 06 Aug 20:41 by Guest
Contacts
0
2
Vote
Add Automation From Contact Record
Can we add a section near Tasks where we can Pop a contact into an from inside the contact record. We should be able to do everything from one screen.Use Case:Client Closes, add follow up tasks & Add to an email Drip Automation for past client...
Created 16 Jul 19:53 by Guest
Contacts
0
2
Vote
Transfer the saved filters from V1 to V2
Have many filters and will take time to recreate them in V2 when there is a large number of sub accounts.
Created 14 Jul 21:19 by Guest
Contacts
0
Will not implement
2
Vote
Adding more options for anniversaries in contact record v2
Two different kind of anniversaries within a contact record. Wedding and anniversary for move in date.
Created 14 Jul 19:48 by Guest
Contacts
1
Already exists
1
Vote
Task Reminder Call
in V1, there was a feature (Now doesn't work) you would setup a reminder to call a contact at specified time, the system would call you and ask you to press 1 to be connected, I would love this feature back again. Thank you
Created 11 May 20:28 by Guest
Contacts
0
1
Vote
Add Ability to Edit First and Last Name Fields Separately
It is a hassle to reupload contacts just because there is no internal feature to change names internally
Created 11 May 18:59 by Guest
Contacts
0
1
Vote
Add an every other week feature to task reoccurring schedule
It would be helpful to speed things up and have an every other week feature to schedule tasks for clients without having to manually clicking the days counter.
Created 09 May 17:49 by Guest
Contacts
0
2
Vote
Bulk action to move home #'s to mobile
If mobile numbers are in the home section, user would like to be able to complete a bulk action to move home number to mobile.
Created 10 Jun 21:35 by Guest
Contacts
0
1
Vote
Interest rate to be be entered with a decimal point.
I'd like the option to enter the interest rate with a decimal point. As it stands now the interest rate field doesn't allow decimal points. Also the loan amount field does allow decimal points which are probably not necessary as most loan are roun...
Created 04 May 17:41 by Guest
Contacts
0
« First
‹ Prev
…
16
17
18
19
20
21
22
23
24
…
Next ›
Last »
Copyright LionDesk, LLC 2020