LionDesk V2 CRM Ideas Portal
Give us feedback on ideas and let us know where to focus!
Add a new idea
Filter by status
Already exists
6
Will not implement
1
Planned
3
Shipped
18
Filter by category
LionDesk CRM V2
×
1097
Ad Portal
×
10
Campaigns
×
143
Communications
×
190
Contacts
×
345
Dashboard
×
33
General Design / UI
×
59
Landing Page
×
10
Other
×
121
Power Dialer
×
11
Reporting
×
10
LionDesk Transactions
×
66
LionDesk VMI
×
8
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
3
Vote
We NEED better Analytics, Reports, Data tracking, Comparisons, Graphs, etc.
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...
Created 28 Aug 12:50pm by Devon Peiffer
Other
1
3
Vote
Zapier contact type
Is it possible to add "contact type" on Zapier to filter leads for other platforms. I don't see that option.
Created 13 Aug 01:11am by Guest
Other
0
3
Vote
As a broker be able to share document folders
This would allow the brokerage to choose images that best represent the firm and stop duplicating tasks.
Created 21 Jul 06:54pm by Guest
Other
0
3
Vote
DOwnload contacts with comments/notes
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.
Created 27 May 10:07pm by Guest
Other
2
1
Vote
Website Option
It would be great to have a customizable website.
Created 30 Sep 04:16pm by Guest
Other
0
2
Vote
Merge Votes and Comments with Ideas (Ideas Portal)
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.
Created 25 Jun 05:07pm by Rene Ramirez
Other
1
Already exists
3
Vote
Tasks Columns Table
user suggests we have a customizable columns table within the tasks page to show the data for each contact
Created 9 Mar 10:53pm by Guest
Other
1
3
Vote
Add ability to filter and sort tasks by category.
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...
Created 28 Feb 04:27pm by Guest
Other
1
2
Vote
Editable Columns in Task list View
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.
Created 11 Feb 10:19pm by Roz White
Other
0
3
Vote
Trigger a Campaign when I update the Hotness Level
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...
Created 10 Sep 04:05pm by Guest
Other
2
« First
‹ Prev
1
2
3
4
5
6
7
8
9
…
Next ›
Last »
Copyright LionDesk, LLC 2020