LionDesk V2 CRM Ideas Portal

Once you click on the lead in the old version, the sub panel to the right with all the communications with the lead....the scroll is way to sensitive and its very difficult to scroll and find a specific text or communication .

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.

Being able to view the tasks in the mobile app after migrating from task legacy to task

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 ...

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

Conversion Monster has a great integration with FirePoint and it would be nice to compete with that.

No explanation needed.

this would make it easier selecting the tag.