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
×
Will not implement
3
Planned
8
Shipped
40
Filter by category
LionDesk CRM V2
×
73
Ad Portal
×
1
Campaigns
×
11
Communications
×
5
Contacts
×
30
Dashboard
×
1
General Design / UI
×
4
Landing Page
×
2
Other
×
6
Power Dialer
×
1
Reporting
×
0
LionDesk Transactions
×
5
LionDesk VMI
×
0
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
3
Vote
Change Hotness Level from main contact list
It would save me time if the hotness level was a clickable dropdown box where I could change the level when I am looking at my contact list of more than one contact at a time. Right now I have to click into each contact to change the hotness level...
Created 26 Apr 03:41am by Guest
Contacts
2
Already exists
4
Vote
Smart Contact Lists - Right upfront not hidden in saved filters.
very beneficial to agents - tells you who you need to be contacting and have them right up front. used this setup in Followupboss trial and it was awesome. it adjusts daily automatically within your parameters "last contact over 3 days" will popul...
Created 21 Apr 03:54am by Guest
Contacts
1
Already exists
2
Vote
contacts 'checkbox' count
Since we are limited to 150 texts, would be great to have a counter in the Contacts screen to identify how many contacts have been selected - rather than having to go to top and attempt bulk texting for the count. This feature probably has other g...
Created 8 Apr 11:49pm by Guest
Contacts
1
Already exists
4
Vote
Sort Contacts
To be able to sort contacts with no email and not phone number at the same time.
Created 7 Nov 06:24pm by Guest
Contacts
1
Already exists
1
Vote
Lead Sources
Attach the routing lead source to the contact
Created 1 Oct 09:03pm by Guest
Contacts
0
Already exists
1
Vote
Duplicate Emails for one contact
When inputting a contacts email in search, if there are multiples of the same email, to differentiate, unbold the emails that are duplicates and only make the active email bold.
Created 6 Sep 08:57pm by Guest
Contacts
0
Already exists
1
Vote
Sort By Mortgage Rate
I want to be able to search contacts and filter by mortgage rate over X say 4.5% and a closing date between X&Y. There is not a way to do this. These fields need to be added so they can be filtered.
Created 8 Aug 05:26pm by Guest
Contacts
1
Already exists
3
Vote
Make it easier to input a comment or note
I have searched and cannot easily find a way to add a comment. Besides the name you have icons but none of them allow you to easily click into an area where comments or notes can be added
Created 25 Jun 07:29pm by Guest
Contacts
1
Already exists
3
Vote
Tag Removal - BATCH
I'd like to run a search based on a TAG filter - and be able to click on certain contacts and then BATCH REMOVE from a TAG. Maybe they were Tagged incorrectly - OR they have changed status, and no longer fit that TAG.. It's way to tedious and time...
Created 24 Jun 04:45pm by Guest
Contacts
2
Already exists
1
Vote
'Show All' Contacts Option
On V1, I had the ability to search my contacts and do a mass action to them all. It gave me an option to only update the contacts on the screen or do all. With the ability to only show 50 contacts at a time, it only allows me to update those 50 co...
Created 13 Jun 02:39pm by Guest
Contacts
2
Already exists
« First
‹ Prev
1
2
3
Copyright LionDesk, LLC 2020