LionDesk V2 CRM Ideas Portal

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

to be able to run a list of unfinished tasks

Should be able to filter all contacts on a specific drip campaign we can contact, email or categorize them differently. Also in case we want to put them on a new drip campaign. Right now, have to manually go into each contact to do so...

By blacking off weekends, we could have Saturdays tasks fall to Friday and Sundays tasks fall on Monday. Most Realtors are showing on the weekends, but wouldn't want to miss out on following through with tasks.

ability to change the date for campaigns when they go out... capable in version 1... much needed in version 2

If I have people in a drip campaign but decide on day 23 I need to add information there should be a way for anyone that has not passed day 23 to get that information in the drip without creating a new drip and having to move everyone over to a ne...

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

I would like to set up a campaign where an email is sent weekly to a particular list of people. This would mean a different email gets delivered weekly like on a Wednesday in a particular sequence ; tip #1 then tip #2