LionDesk V2 CRM Ideas Portal

Hey I just wanted to suggest that for contacts, have a spot where we can leave pictures for extra details for them? I wanted to screen shot my original text from them into their contact so this feature would be really nice, thanks

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 sent out a bulk email to over 15,000 recipients, I received many notices that a contact has opted out. 1) I would prefer to not have to get 1 email for each notice, how about 1 email with a daily count?

Those are dates a client should get a card, email or call.

Hi! It would be great if LionDesk would not duplicate contacts with no email address when I sync with Outlook. Is there a way to avoid this duplication? I will probably sync with Outlook a few times a month and it will just unnecessarily crowd my ...

User would like to be able to print shipping labels and have primary name and spouse name (spouse has different last name). Wants to be able to print labels out without having to put husband full name in first name section and wife full name in la...

When I search for tags, as one example, I cannot see the full phrase of what I search for. Example: I write "walker barnes" wanting to see walker barnes past clients...all I see is "Walker...." This is unhelpful and time consuming.

being able to edit contact information such as email address, cell #, or tag could save a little time...

We should be able to filter by the people who responded to texts so we can properly bulk text