LionDesk V2 CRM Ideas Portal

Emails Alerts should not be sent empty if the is no reminder task. This is unnecessary use of time to read and clogs inboxes, expending time to delete.

Please put a slide bar at the top and bottom of the information boxes. Especially the Action box. The box is cut off so I have to scroll to the bottom to get over to the pin to use it and then scroll back up to the top to actually pin something.

when i receive a lead from redfin it automatically goes int the followup boss crm. I was wondering if liondesk has the ability to integrate redfin leads into the system. will this be available?

Allow the system to save your favorite settings. For example: We are on a team and so the contacts were uploaded to the team lead account but each team member needs access to them - so in contact view - we have to toggle the switch everytime to in...

There have been notches on phone screens (and now cutouts) for over 3 years now... Can we please move the menu/buttons down on the mobile app to be able to use them all much easier?

I understand that we can filter down to find people who work for XYZ Company. However it is clunky to have ALL types of contacts stuffed into one master list. Why not have List A: CONTACTS (just like it is now) List B: COMPANIES or ASSOCIATES (peo...

If a user reaches max capacity for Documents, it is a challenge for him\her to determine what may be safe to remove as 'old content' since the items are only sorted Alphabetically. Adding a "Date Created\Uploaded" column would be beneficial for th...

It would be great to see the hotness level in my tasks page to priortize who I should be calling first.

SAVE TIME!!!

In V1, I was able to show the cities in the list view. It made it easier to add tags, assigned leads and send messages out