LionDesk V2 CRM Ideas Portal

User would like teams created in LioNDesk be able to have access to a "master list" of shared tags and hotness levels.

Many times there are similar or the same tasks that are assigned to multiple contacts for the same day. It would be very useful to be able to send all of these contacts a bulk email based on the tasks assigned to them for that particular day.

When creating a task for a plan underneath transactions, it is not linking the transaction with that task so when we receive the reminder to do the task we have no idea which transaction or contact that is for. This completely eliminates the purpo...

Under the task tab the task tab does not fit on my screen which makes it time consuming to use the scroll bar to go edit tasks.It would be very helpfull if we could have this fit the screen or have the edit button at the first column or even to b...

There should be a filter that would allow you to select only tasks from ____ to ____ date.

Is it possible to add "contact type" on Zapier to filter leads for other platforms. I don't see that option.

I use this CRM to sell franchises. Each lead is taged by the company name. It would be nice to be able to pull data to report to the client based on the "tag" aka company it self. How many new leads, how many calls, emails, comments. etc.

One good way for LionDesk to grow their business is adding a feature which allows us to enter referral partners that have sent us leads and every time we make a Note for that partner it sends them an email to let them know about the interaction wi...

When you have a lead generator that produces a high volume of leads you calendar gets bogged down with the alerts added to the calendar. It would be nice if we could chose this feature if you want it to show up on your calendar. If that is too d...

More people might switch to version 2 if they didn't have to re-enter all their new data. I can't imagine if someone has 20+ deals in version 1 and they need to re-enter all that data into version 2. They may never switch due to time constraints.