LionDesk V2 CRM Ideas Portal
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2
Vote
Bulk Action UI/UX change
3 times in the last week I have gotten this question from existing users who are trying to move to V2 but they don't seem to know where V2 bulk actions are. The issue really is when they select a filter in V2 the filter takes up 1/4 of the screen ...
Created 11 Feb 02:19pm by Guest
General Design / UI
0
2
Vote
System should identify if there is no phone number and put them in an alternate drip so that you don't send texts out....I am manually doing this right now
I get leads that at times have no phone attached and you are sending out and wasting texts....anyway, just a thought
Created 7 Oct 07:26pm by Guest
General Design / UI
0
2
Vote
Link back to dashboard from help desk
It would allow users to go back to their dashboard after they are finished there without having to type the url or use a book mark to get back.
Created 18 Sep 08:40pm by Guest
General Design / UI
0
2
Vote
Customize the Default for the Timeline
I would like to decide what I see first in the event timeline.
Created 9 Aug 06:27pm by Guest
General Design / UI
0
Planned
1
Vote
Upgrade the Look of the App
No description provided
Created 4 Dec 03:56am by Guest
General Design / UI
0
1
Vote
Email Reminders Only If Task
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.
Created 27 Nov 07:16pm by Guest
General Design / UI
0
1
Vote
Greay slide bars more accessible
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.
Created 17 Nov 12:59am by Guest
General Design / UI / LionDesk CRM V2
0
1
Vote
integrate with Redfin
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?
Created 12 Nov 07:47pm by Guest
General Design / UI
0
1
Vote
Please update mobile app to work on phones with a "notch"
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?
Created 27 Aug 08:02pm by Devon Peiffer
General Design / UI
0
1
Vote
Create separate contact lists for "COMPANIES" or "CLIENTS" instead of clumping everyone into "CONTACTS"
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...
Created 27 Aug 07:56pm by Devon Peiffer
General Design / UI
0
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