LionDesk V2 CRM Ideas Portal

This feature is one that can help agents stay on top of their business and to add it without thinking that through is disappointing. Agents should be able to add as many plans toa transaction that they want because we all do business differently a...

In v1, we were able to assign a contact to a property. I was able to go to the contacts profile page and view all the properties that they were assigned to. I would like to go to my contact's profile to see all the transaction he is apart of inste...

I need to be able to add more than one person to any given task in the transaction management system.

The task reminders for the plans should indicate for which transaction it is for.

In V1, I sent a link to the transaction plan web page with due dates, completion progress to my clients every morning so they could see where we are in the process and know items they were responsible to complete.

It would be helpful if in the Transaction module you could click on the person and have it go to their contract info. I can see the name but it does not hyperlink to their info.

A YTD sale/commission tab that cumalates all listing and purchase sales for the year helps with year end accounting and quarterly sales goals. Also should have the ability to search to date range.

I'm writing transaction plans to automate tasks for listings, etc. I do very similar tasks for both Sale listings and Rental listings at the beginning of the listing, but I would like to keep separate Transaction types (sales, rentals) for trackin...

Make it easier to choose dates. Right now your only option is to choose from calendar dates. You should be able to type in a date also vs only being able to choose from a calendar.