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...

Would be great to be ale to edit the order of the contacts fields when putting in a new contact. I only need to put in 3 - 4 areas but I have to scroll down to get to the fields I need. Would love to be able to sort those fields I use to the top t...

When creating a new contact - to be able to assign a drip campaign from the New Contact Screen/window

the ability to text either of the owners of the home seems like an easy task to add. I do joint texts as well as want to speak with the spouse on occasion as well.

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

Could we add a contact shortcut so that after adding a contact, we can jump right into add another contact rather than going back to contact menu to add another? When adding several contacts, it's just an unnecessary steop tp have to go back to co...

Being able to move the filters around on the home page would make it easier to organize the filters in a way that makes sense to the user instead of just the order they were created in.

We like to market to both spouses. It would be awesome to be able to select "autocreate" to create a new Spouse contact at the same time we create a new contact. This would really save a lot of double entry.

Can you build it so we can share tasks to see who is responsible for what, without selecting team share and sharing the entire database. If I have an LO that leaves the branch and wants to steal all of the leads, they would have the ability to do ...