LionDesk V2 CRM Ideas Portal

Be able to assign a contact to a campaign triggered by a field within the contact. For example an annual email sent to the contact on their birthday. An email sent annually on their home purchase or sale anniversary

The primary email address and phone number is the only address that gets used for Drip Campaigns. Many clients have spouses/significant others with separate email addresses and separate texting numbers. It would make more sense to keep each client...

We need the ability to edit and delete folders in campaigns, please.

If a customer is getting a text from a LionDesk phone number associated with my account, then ONE opt out message should suffice. However, the customer gets a LENGTHY one when an auto-response is generated from an imported lead, which can bury the...

it's almost embarrassing when your text campaign fires on Sunday AM or some Holiday.... Many CRMS have this built in... please add

I would like to set a period of time within a drip campaign where nothing will go out to clients.

When I add or remove a tag, it will save a lot of time, if a drip campaign automatically triggers the update.

I would like to be able to search through tasks and only have the tasks I searched pop up.

It would be AMAZING if you made it possible to add multiple campaigns automatically when a lead comes in. Right now it only allows 1 campaign to automatically turn on, and we have to add the 2nd one manually. The reason for this is because 1 campa...

It seems like the simplest solution but there NEEDS to be an option to delete Tempalte Folders. When I'm looking up published campaigns and "save" them, they go to my template folders and it's the only way I can preview them. So there are so many ...