LionDesk V2 CRM Ideas Portal

TL;DR: Add option to schedule the next email/sms/action step manually. Also add option to schedule the next action relative to the previous action, instead of relative to the original trigger. A Drip campaign is or can be more than just a sequence...

I would like to be able to see a list of the active campaigns that I have going and how many have been assigned to the campaign.

PROVIDE RESOURCES TO CLIENTS TO HELP THEM WITH DRIPS!!!! WE ARE USING LIONDESK FOR AUTOMATION... YET, WE HAVE TO SHOW PROPERTIES, WRITE CONTRACTS, SOMETIMES WE DO NOT HAVE THE TIME TO CREATE THESE GREAT CAMPAIGNS!

automatically add CMA's to clients for seller leads.

It would be so helpful to know which contacts have a drip campaign ending soon, so we can either start a new one or follow up individually.

I'd like to be able to schedule a delayed start date for a campaign. Right now, I can only start the campaign based on the schedule the campaign already has. Such as "Send text message or email within 1 Minute". If I want to use this campaign but ...

download a campaign to a sub- account with an automatic stop on reply feature on.

To be able to stop sharing a template/folder with team members

my clients info includ there birthday, i like to have the system automatic sending them happy birthday wishes

I use text marketing A LOT as im sure most of us do. Id like to be able to Scrub my list by When texted back "STOP" have an option that would delete contact. I dont need the clutter of someone not wanting to speak with me in my CRM. I spend a lot ...