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...

No explanation needed.

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.

this would make it easier selecting the tag.

Would like to be able to bring information from KW App. https://www.kw.com/download/kw/

Augment Task- add own categories when creating a new task. Automatic birthday reminders without having to set it up manually.

Ability to attach excel files to an email. Currently you're only able to attach: PDF, PNG, JPEG, WORD DOCS.

If Lead Assist corresponds in Spanish with a lead- have LionDesk translate to English.

For this matter of wanting to distinguish leads from different lead forms, it is recommended to review over this: https://developers.facebook.com/docs/graph-api/reference/lead-gen-data/ for more information and you can also get with a web develope...