LionDesk V2 CRM Ideas Portal

Although the tasks are useful, there are always going to be odd things about a transaction that will need to be noted and wouldn't be appropriate as a task. I would love to open up a transaction and have a "Notes" section

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.

Why is the street name before the street number? It looks ridiculous. Can this please be fixed? Why would it be coded this way in the first place?

Be able re-set to default settings a transaction type that has been customized

We are using a separate software for sending docs to electronically sign. Integrating with DocuSign or similar software would allow us to do more on LionDesk as a single platform.

Just like campaigns, I would like to access to preloaded transaction plans. Possibly a Transaction Plans Library where I can download plans.

Since Lion Desk is a solution to real estate industry, it would be super useful if you can add Running Comps, Goggle Maps and Property Analysis such as tax assessor info, mortgage information etc

So, I create a transaction. A new listing, or maybe a new buyer rep transaction. As I enter all the information, the system will ask me for dates, dates of closing, inspection, and so on. However, those dates don't exist yet. The only date I enter...

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, 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.