LionDesk V2 CRM Ideas Portal

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 r...

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...

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

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.

the ability to delete or hide fields within sections. it is very helpful that there are so many fields but sometimes i'm not using half of them and would like to be able to remove or hide it

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...

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.

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...

Have the abillity to delete a transaction from your pipline!

Transaction tasks need to be linked to the person the transaction plan is for. I create transaction plans for clients when they go under contract and I have multiple transactions going on at once. What good is a task for a transaction if you don't...