LionDesk V2 CRM Ideas Portal

if we can add attachments to contact it would be easy to pull up the file when we talking to them, specialty if we got leads from a 3rd party that doesn't not integrates with Lion desk and importing all the information takes lots of extra work and...

Have the ability to bulk share contacts with team

Currently, when creating a contact in V1, all the fields are available including lead source, tags, etc. In V2, it does not appear that that is the case and I have to edit the contact later to add a source or tag. Also, in V1, when creating a cont...

For easy access to linked documents and webpages that you don't want to load in Liodesk, but also for automation and integration purposes

Enhancement Request: Would it be possible to add more than one mobile phone number on a contact profile and then allow the user to choose from any of these when sending a text message? I'm finding fairly frequently the mobile number I get from Ylo...

I haven't found it easy to split my notes, tasks or transaction task items for clients who are buying and selling at the same time. Whether it be more color coding, adding a property name to task items or some other idea, it would be great! Especi...

We have a call center that makes 1000's of calls a week. We record phone calls so that when the leads are passed to us we are able to play back the calls to get up to date. It would be nice if our call center could attach the recordings to the lio...

It is kind of a pain to have to reenter contacts into my phone which is where I will be going to stay in touch.

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!

Sometimes a particular contact has a specific docment that would be associated with them alone. Please allow this functionality in V2.