LionDesk V2 CRM Ideas Portal

Newer members and long time members when you break out new programs.

Offer marketing material for financial advisors to expand business opportunities

allows you to see at a glance which campaigns a contact is in

We have a campaign that we assign to folks who have recently closed on the purchase of a new home. We’d like one of the emails to be sent one year from the closing date. The closing date doesn’t always get input on the day it happens and/or the ca...

Make emails in a campaign readable without having to open another tab and go into marketing to read the template and then go back to the campaign for the client. This would help us determine if certain emails in a campaign might not be appropriate

The type of campaigns I currently have are Lead Gen with a Home Buyer Survey. I was thinking how for my target audience the best first response would be a short open ended question or something regarding engaging them in the survey again , just re...

Be able to set recurring tasks for custom fields with dates and set as recurring it will be good to add it for anniversary

If an email is sent to 2,000+ contacts there is no easy way to measure the success of the blast. Currently, the only way to do so is to enter a date range in reporting and then copy and paste into Excel and that is very time consuming. It would be...

I get more business from simply sending holiday greetings like "Happy Memorial Day" graphic via email or snail mail than from sending business related content. Liondesk could provide holiday greeting templates for us to use. With Graphics. Text wi...