LionDesk V2 CRM Ideas Portal
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68
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Should be able to just uplaod a photo rather than getting a link
Too many steps!
Created 22 Jul 09:06pm by Guest
Campaigns
2
Shipped
50
Vote
Make it easy to edit templates within a drip campaign.
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 ...
Created 26 Jun 05:29pm by Guest
Campaigns
2
Shipped
19
Vote
Drip campagin task trigged by close of escrow date
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
Created 24 Jul 05:42pm by Guest
Campaigns
1
Shipped
10
Vote
Action Plans To Include Recurring Tasks (Not just marketing plans for texts and Emails)
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.
Created 13 Jun 08:57pm by Guest
Campaigns
2
Shipped
7
Vote
When someone unsubscribes from an email list, the contact is tagged and/or a task scheduled.
No description provided
Created 8 Jun 07:37pm by Guest
Campaigns
1
Shipped
4
Vote
Please create an "Add folder" option
the old version of Liondesk had that option to further organize our templates... please bring that option back
Created 3 Mar 03:57pm by Guest
Campaigns
2
Shipped
4
Vote
Detailed Recurring Tasks (From V1 into V2)
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...
Created 20 Jan 07:51pm by Guest
Campaigns
0
Shipped
4
Vote
Ability to Pin a Note/Comment
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.
Created 25 Jul 10:27pm by Michael Regilio
Campaigns
0
Shipped
3
Vote
Landing page
Please create a landing page!
Created 4 May 09:44pm by Guest
Campaigns
1
Shipped
3
Vote
Automated Email and Text when new lead comes in
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 ...
Created 24 Jan 05:49pm by Tyler Brady
Campaigns
1
Shipped
1
2
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