LionDesk V2 CRM Ideas Portal

Give us feedback on ideas and let us know where to focus!

3 Vote

How can I see all clients who have an active campaign running and edit if necessary?

I need to see all clients who have a campaign running. I have a large database and it is un productive to have to remember and look through every contact to see who has an active or inactive campaign. Need a way to see everyone and determine if I ...

Created 16 Jul 10:54pm by Milana Oyenuga

Campaigns

1 Already exists
2 Vote

SUPPORT - FOR DRIPS - MARKETING ADMINS OR OTHER

PROVIDE RESOURCES TO CLIENTS TO HELP THEM WITH DRIPS!!!! WE ARE USING LIONDESK FOR AUTOMATION... YET, WE HAVE TO SHOW PROPERTIES, WRITE CONTRACTS, SOMETIMES WE DO NOT HAVE THE TIME TO CREATE THESE GREAT CAMPAIGNS!

Created 29 Jul 06:49am by Deanna Essmyer

Campaigns

1 Already exists
3 Vote

unfinished task reminders

to be able to run a list of unfinished tasks

Created 19 May 07:18pm by Guest

Campaigns

1 Already exists
1 Vote

Having templates in folders in the same way as V1

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. ...

Created 16 Mar 09:52pm by Guest

Campaigns

1 Already exists
2 Vote

Be able to assign a drip in bulk to a list of contacts - just have LionDesk add the drip to the contacts that don't have it instead of getting a message that it cannot add as one or more contacts are on the drip already. And provide a list of the ones that weren't added so the user can see why out of 100 contacts only 50 got the drip added

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...

Created 8 Jul 10:22pm by Guest

Campaigns

0 Already exists
2 Vote

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

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

Created 21 Apr 02:34pm by Guest

Campaigns

0 Already exists
1 Vote

Capability of setting up an multiple week program and drip weekly

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

Created 14 Mar 03:35pm by Guest

Campaigns

1 Already exists

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