LionDesk V2 CRM Ideas Portal

Currently there is no way to edit an email after it is has been assigned in a plan or campaign without editing the original template before assigning. This is a major flaw of the system! It would be nice to be able to build template emails and the...

When you browse for published campaign, it show price etc, it should show how many actions in it. 2. When search by name in campaign, and click one of the campaign and then click back, it resets the search, it should go back to "search results"

When creating a task in a campaign it would be nice if we could select the category for that task(ie - call, followup etc)

to be able to run a list of unfinished tasks

I have campaign drips out 9+ months, Is there a way to have it start over from the beginning automatically? Or a notice the campaign drip is soon completed, Or a bulk way to start them again. Some people take a year + to change into a sale or list...

In V2 having a whole list of 100's of templates in one list no matter what folder they are in is cumbersome. In V1 they are much easier to deal with when they are in folders where you can open a folder and just see the templates in that folder. I ...

We have an email for homebuyer classes. I would like to be able to copy/duplicate the old ones and change the date to send them out VS. writing over the old one. Could also be used for a monthly newsletter

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.

I use tasks within campaigns that I create. In the new version, when a campaign with tasks is assigned, the tasks will show up in the contact, but no assigned campaign shows up. The campaign should still show up to provide insight into where the t...