LionDesk V2 CRM Ideas Portal

User would like to see the same options in LD desktop version in the mobile app such as transactions and visual market insights

Need cloudcma homebeat order within liondesk, then reciprically log communications/copy onto liondesk contact record

Create a Ylopo Stars Button in an Easier to Access Place: There are two competing CRM’s in this space that have a clear and visible spot where their Ylopo Stars link is visible near where their contact information is, allowing us to be able to log...

In mobile app, when adding all the fields to a contact (first name, last name) user would like the first letter to be capitolized instead of manually having to capitalize. When sending the video on mobile app, does not want to have to click on the...

Currently when you save a filter within v2, it DOES NOT push the saved filter to the mobile app. Within v1 - when you save a filter it is visible within the mobile app allowing you filter your contacts.

One good way for LionDesk to grow their business is adding a feature which allows us to enter referral partners that have sent us leads and every time we make a Note for that partner it sends them an email to let them know about the interaction wi...

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.