LionDesk V2 CRM Ideas Portal

When viewing the monthly contact information on the dashboard graph it can be difficult to review. This would allow team leaders to drill down into the monthly contact data to see daily activity to help ensure agents are performing and to assist ...

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.

place quick link for YLOPO in the contact's profile so we don't have to scroll through the timeline to find one.

User asked if it is possible to have an account for an admin assistant with access to all team member leads but not the admin-User asked if there can be two admins per LionDesk account. Submitting on behalf of Brian.

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...

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.

It would be great to be able to have a website feature as part of the lion desk service so it can be a one stop shop.

We really need the ability to schedule Tasks and Appointments with a start and stop time. Example, schedule a meeting starting at 1pm and ending at 3 pm, blocking that time from adding another task without asking if it should schedule at the same...

user wants to be able to filter her tasks by hotness level