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.

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

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

Under the task tab i think it could make things much more efficient, from the main task screen (showing all tasks) if we could just click on the calendar icon to change its date... wow that would be awesome.

Under the task tab when I click the the top sort drop down box to all upcoming... it sorts from later to earlier tasks. it would be more practical having them in order of the earlier to later right off the get go instead of having to change it ev...

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.

It would help greatly and eliminate the job of getting back to them or checking with my staff of what days i have open

I know we have a pipeline option but it is for transactions. We are dealing with lots of leads and it would be great to be able to create a sales funnel or pipeline where we can easily identify the stage the leads is in. Ex- Initial Contact - Pre-...

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

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.