LionDesk V2 CRM Ideas Portal

It would be very helpful if we can bulk change the dates in the event the schedule date lands on a holiday.

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 ...

without having the ability to see what contacts are on which campaign ( like in V1) it is hard to know which contacts need to be removed from the filtered list (bulk action) if the drip is getting assigned to hundreds of contacts. To know which co...

I add a lead and they automatically get subscribed to a campaign. When they text back, not interested, I want to be able to cancel the rest of the campaign in the app. Thank you

In doing this we can utilize fun and interactive "touch" options to our clients as a quick text that is automated in a Drip Campaign, which has all the same benefits you already know and love about Drip Campaigns.

Offer marketing material for financial advisors to expand business opportunities

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

It's in V1