LionDesk V2 CRM Ideas Portal

I get more business from simply sending holiday greetings like "Happy Memorial Day" graphic via email or snail mail than from sending business related content. Liondesk could provide holiday greeting templates for us to use. With Graphics. Text wi...

please add the CMA function in the new lion desk, this is a useful tool and the option to set up to send every 6 months or yearly automatically

many people use almost the same fields each time they up load information. There should be a way to save a template of what Lion Desk fields would match with your fields therefore we do not have to do the same process every time. I use other servi...

As of right now on Text sent you have to look up each one ... one by one There needs to be a way to search and find out what text campaigns went thought and which ones bounced back and not delivered ... I send out like 3 to 7 mass text every or ev...

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 have MANY couples who are clients and when I set them up on campaign only one gets the email. I do not prefer to have two separate profiles for essentially one buyer just so they both receive the email. Most couples will say that they BOTH want ...

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

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

The ability to send CMA like a campaign every six months to clients automatically and do the same for the birthdays once a year with personal messages.

It's in V1