LionDesk V2 CRM Ideas Portal

I'm doing this manually right now, and it would really help to automate it. I'd like to be able to set a campaigns that automatically send e-mails and texts and also automatically schedule calls. For example, if I have a Facebook lead follow-up pl...

Currently when you manually assign a lead to a team member in v1 the team member is notified of the lead via an email. Users request for this feature to be available in v2 as well when manually assigning leads. Created on behalf of our user.

More efficient marketing

I am often handed business cards from potential clients or colleagues and it would be great if I could just scan it into my LionDesk app and either the photo or the information from the card automatically converted into a new contact. Or even the ...

when I import leads sometimes I have a husband and wife that both have an email. I was told only one gets an email from me even though input allows for me to add a spouse email. is there a way I can get them to both receive an email from me withou...

I am on a team where our lead source is generating tags when they come into LionDesk, and then are assigned to the agents. While I am the administrator, I need the other agents to be able to search with the tags they came in with! I am STUNNED the...

Would love it if the contacts can be assigned to multiple people that way my agents can work together on a lead rather than having only one person be able to access it.

I would like to make a suggestion, the ability to print a contact sheet that has the contact info on top then the activity on bottom. That would be amazing for our files

When matching fields from a lot of columns it takes a long time to find the matching field. It would be helpful if they were in alphabetical order like they are in settings.

It would avoid tbe need to upload possible several contacts individually.