LionDesk V2 CRM Ideas Portal

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

Have access to Calendar to App

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...

Please integrate Survey Funnel natively into the CRM. https://surveyfunnel.io/

Tasks should be able to be added to a transaction directly without adding to a plan.

Native Office 365 Syncing of Contact is a must have for all none google users, teams and brokers.

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

This would allow the brokerage to choose images that best represent the firm and stop duplicating tasks.

I use BombBomb a lot and would love to be able to integrate this with LionDesk so that I can get all my stuff in one place!

You should have a option under task where you can click to repeat a task or duplicate a task. Thanks