LionDesk V2 CRM Ideas Portal

User would like to be able to select specific day when setting up a task in a drip campaign

need to be able to add more lead statuses. I want a closed purchase, closed refi and closed went with competitor for example We should be able to trigger campaigns based off of lead status so once a loan is closed it goes into a long term follow-u...

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 ...

Auto market reports

Could we develop a way to send a birthday email automatically to everyone in my database on their birthday. Currently I have to manually send it or create a yearly campaign on every individual which is too much work.

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 ...

We ran into a LionDesk system limitation based on our import of contacts to where LionDesk only utilizes the "Phone Number", "Phone (Mobile)" & "Email" fields for calling, texting and emailing. The system should be flexible in that it will all...

The text editor is very confusing to use. Can you update it with something easier to use?

I updated my campaigns and have a lot of people on the old campaign. I need to be able to filter my list and see who gets the old campaign and be able to bulk remove them from the old campaign so I can subscribe them to the new campaign