LionDesk V2 CRM Ideas Portal

Some clients on my drip campaigns do not want text messages. We should be able to designate them to not received future text messages. Emails too.

Track time spent on files

to be able to recall an email if we notice that it has mistakes in it.

When you currently add an activity, it says that it was added when you submit it, no matter when the activity happened. So if I called a client yesterday, but didn't have time to put it into our system until today, when I add the activity it says ...

In V1 we had the option to add recipients to the CC, BCC and main To sections even if they didn't have a contact in the CRM. This was useful to copy other parties in the transaction, such as lender/escrow/inspector, etc. We also had the ability...

User wants to be able to send emails to secondary emails in LionDesk

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.

So we never have clients with out a campaign... I would love to monitor each existing campaign I have running, and see exactly what/how many contacts are on it, and how long they have left before it ends.

When the user clicks on the email or text icon within the contact profile, if user accidentally clicks out of the window or scrolls down they will lose the pop up. User would like the pop up to stay up if you have to scroll or click out

User said that they would like to see the return of the text notifications button that is on the top right of V1 that allows a quick glance at incoming text messages.