LionDesk V2 CRM Ideas Portal

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

there should be a marker button next to each item on the home screen when you look at all contacts. For quick editing and adding.

More efficient marketing

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...

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...

While I am editing the clients I imported, sometimes I have Husband and Wife together as a contact, which I now want to have 2 septate contacts.

When creating custom fields, they pile up under "Custom Fields" at the bottom of the contact page. They can be arranged in different orders but they cannot be grouped.Please add ability to create my own grouping or custom Category Dropdown to org...

Many client don't give year, can that option be removed and just input month and year as MLS does?

It would be nice to be able to search for Spouse's info in search bar. Along with scheduling emails to include both main conatct & spouses contact.

It would be helpful to be able to bulk update or delete unsubscribed contacts from the email reporting tab. As it works now. Each contact has to be updated individually and when you go back the email report has to be run each time you click on a c...