LionDesk V2 CRM Ideas Portal

Would like to add transactions features to mobile app.

The ability to enter a name or property address it pulls in the google picture for the property as an option for display of your transactions. It looks like an electronic white board. you also have the option to display a photo in the tile for ...

Transaction tables should be able to be configured. Based on data or columns. As of now you just have a title, address, type, stage, set value, and commission. These tables should work like the contact tables. Choose the columns you want to appear...

Seeking a way to see the entire teams transaction production through reporting. Our previous CRM allowed the admin to create a report of closed, pending, and active transactions. Great information for team meetings and group and individual reporti...

It would be great to have the option of entering in a date rather than have to count the number of days from the beginning or the end for each task.

It would be great if we had the ability to print or save the transaction details and contacts page within a transaction for hard files, etc.

We have a transaction manager who adds/updates our accounts and it would be beneficial for that admin to have the access to reassign anything within the system, including deals.

I have deals and property info in version 1. I was told it will not transfer over to version 2. That is really frustrating as I took the time to enter everything-Can you please transfer all the properties and the information.