LionDesk V2 CRM Ideas Portal

The phone number should be allowed to be used for text or calls. It is awkward when you call your prospect or client from another number after you have had been texting back and forth for some time.

email signature for texting

I would like to see an identifier added to the New Lead Notification email. I have multiple FB ads going and when I get a notification I do not know which ad that they replied to in the email. Currently you have to open the contact info and look f...

Set auto pilot task reminder/email/text to go out/get approved only after the preceding task is complete.

Add the date of the Update in the Subject and at the top of the email someplace. (sometimes email build up and when looking at the update emails the date would help me figure out what Day the updates are for.

I know can track last time a contact had opened an email. I will like to follow up with these contacts, Currently, I can follow with these contacts one at a time. It would save me time if I can do it for all contacts at once.

Adding a DNC label that automatically removes a clients number from a mass text when selected in bulk actions. For example I bulk text all 100 of my contacts but it automatically won't send to the 10 DNC clients I have labeled.

Video screen share to explain, contracts, charts, home search, comparable sales to clients.

check boxes by contact names whose emails have bounced..that way we can text them to ask for a correction

It would be efficient to send one email to multiple email addresses instead of creating new contacts