LionDesk V2 CRM Ideas Portal
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The new version does not have the ability to create multiple tasks via Liondesk. For my database, I have many past clients that task reminders for the future and this version does not allow you to create multiple tasks for the future. This feature to create multiple tasks is a necessity in my business and I'm sure with those that have many clients they want reminders to follow up with in the future. Please fix the new version so that this capability is active in this version as well.
No description provided
Created 28 Aug 05:07pm by Guest
Communications
0
1
Vote
Ability to Send a Text/Email through the tasks section.
If i create an email/text task it would make it much easier for me to be able to email/text directly from my tasks so that i don't have to go to my contacts page and look up the contact there or have to enter their profile page.
Created 31 Jul 09:38pm by Danny LionDesk
Communications
0
3
Vote
Receive from Multiple Emails
The system needs to allow you to cc from multiple different email address and log that to the client record. We all have multiple emails and if you send a contact an email from another email and cc liondesk it does not recognize it and add it to ...
Created 25 Jul 10:32pm by Michael Regilio
Communications
0
3
Vote
branch autopilots
at the end of <Autopilot #1>, give me "Branch Autpilot" option which will say "Ask agent to branch and launch <Autopilot 2>" so after <Autpilot #1> has done its tasks for a <Contact> - LionDesk texts me and say <New C...
Created 23 Jul 01:37pm by Guest
Communications
0
4
Vote
Take away the step of saving scheduled emails in a folder
I really don't understand the step of saving scheduled emails. These are usually email specific to a situation that I just don't want to send at 10pm. So I schedule it.
Created 23 Jul 12:36am by Ben Barredo
Communications
0
11
Vote
Track leads calling the custom number.
Similar to text2sell, I would like to be able to add a source for leads calling the custom number.
Created 17 Jul 09:42pm by Guest
Communications
0
4
Vote
Edit Shipping Labels
I would like the ability to edit font style and size when printing shipping labels.
Created 15 Jul 09:07pm by Danny LionDesk
Communications
0
13
Vote
Easy way to see which contacts who open email
The old liondesk had an easy way to see if people had opened an email without clicking and checking.
Created 10 Jul 07:35pm by Guest
Communications
1
72
Vote
Mass Delete Scheduled Emails
I can only delete a scheduled email one at a time. It would be great if I can bulk delete them. This would be useful and save me a lot of time if I make a mistake and can easily bulk delete the scheduled email.
Created 9 Jul 03:44pm by Guest
Communications
5
Planned
2
Vote
Texting based on stages
Send a text message to anyone based on stages.
Created 8 Jul 10:59pm by Kelvin Rodriguez
Communications
0
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