LionDesk V2 CRM Ideas Portal

It would be beneficial for an agent/broker/team lead who has sub accounts to be able to view their transactions without having to log into each sub account. An idea would be to have a "view as" drop down for the main account only so they can stay ...

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've noticed in the transactions, as you build you file flow, it adds the tasks backwards. For instance if there are 3 different things to do when an escrow is opened on the "start date" they are out of order. It would be helpful to be able to rea...

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

adding a task to a task plan has alot of steps. there must be a way to streamline it. This is from a new user.

t would be useful to be able to create a transaction right from a contact's information card instead of having to go to "Transactions" every time.

It would be nice to be able to click a contact that is assigned within a transaction and be able to see their contact information. Currently when I click into the transaction details page I see the associated contacts I assigned to the transaction...

have a sub account be created the transaction coordinator. The coordinator will be able to create and, or manage the transactions. Adding plans, updating information. The coordinator will be able to assign the transaction to the agent or agents th...

Agents have calendar year GCI goals to reach for their business plans and for award purposes. The income displayed in the "Won" category at the top should reflect our goals, which would keep track of our income won for that calendar year.

Be able to edit the stage on a plan once created so users don't have to recreate the entire plan in case them make a mistake.