LionDesk V2 CRM Ideas Portal

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-...

so I can get all the columns I want to appear in one screen width

When a recurring task is actively working, it starts out as one core task that identifies the recurrence, repeating schedule and date the task ends. At some point prior to the next recurring event, the system splits the core task so that the next ...

CLOUD STREAMS is a product from Cloud Agent Suites who brought Cloud CMA to the market. This is another useful tool your competitor Wise Agent has integrated into each contacts page along with a send Cloud CMA button too.

For a particular client, many times it is necessary to create sub folders in order to keep things separated during a particular transaction.

Please add more email integration and syncing. Madison properties provide your CRM to their agents I cannot integrate their madisonprops.com email At this time I am not using a different email account for branding purposes but I cannot connect my ...

When matching fields during an import, it would be awesome if you could create a new custom field right from the drop down list if that particular column doesn't already have a match.

With Document Management and Transaction Management Built in, adding a Client Portal where clients can come to view the status of there transaction with the ability to e-Sign documents would make Lion Desk a level up from other crm's and put Lion ...

User would like to be able to renew a previously created ad because depending on the results, the user can go back to those who perform best and keep re-running the same ad.

It would be great to assign a percentage of lead flow to specific agents in my team as part of the round robin.