LionDesk V2 CRM Ideas Portal

Too many steps!

For example you want to edit text template from a drip, you click edit and go through the steps. Instead of just pulling up the one template you want to edit it pulls up all the folders that hold text templates. Time consuming and now you have to ...

Example: Be able to schedule follow up calls, email, etc based on x many days after close, such as such as 1 year, 2 year 3 year, etc anniversary

Would love to be able to set reoccuring tasks/plans to call or custom email or text.....helps to remind us to do regular follow up. Now we have to input months of tasks to have reminders.

the old version of Liondesk had that option to further organize our templates... please bring that option back

On V1 contact profiles, if you go to add recurring tasks, we are given detailed options. Example: I set recurring tasks for the first Tuesday of February and have it recur for a few years. However, when setting an autopilot campaign or even settin...

It would be really helpful to be able to pin a note/comment to the top of the contacts "Contact Activity timeline" so we can put the important info in a note and have it immediately available when we are interacting with them.

Please create a landing page!

I currently have a Zap set up to input a leads information in my CRM. However, can or is there a option to have a welcome email/text to that person as soon as the contact is put into the CRM with a specific tag tied to it? Would be great for lead ...