LionDesk V2 CRM Ideas Portal

TLDR: See Attached Photos for examples of what a CRM with good analytics can track - It's Eye opening. I love LionDesk for it's set of features it does well. But one area it fails hard are it's reports. NOTE: Liondesk ALREADY has the proper data i...

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

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

User would like to be able to download CSV for comments/notes to include names, email addresses all in one file versus having to export two files.

It would be great to have a customizable website.

Developers - I see many ideas that get merged (some several times). When ideas are merged, the votes and comments should be merged as well to show a true representation of the ideas.

user suggests we have a customizable columns table within the tasks page to show the data for each contact

In version 1 we can sort tasks by categories. In version 2 I'm not seeing that option. It would be even better if we could filter by category - for example if I'm ready to knock out all the calls on my task lists, I should be able to filter by tha...

I am using the Tasks for mailing out a seasonal card. If I could see the Contacts Address on the Tasks screen, I could more easily grab the name & address, then check the box that the task is done.

It was save me a lot of time if LionDesk can trigger a campaign when I update the hotness level. . For example a new lead comes in and I have an auto drip started for a new lead drip campaign. After I speak to that lead, and decide that lead is tw...