LionDesk V2 CRM Ideas Portal

It would be great if we had the ability to delete a transaction plan action item once we move a transaction from one stage to another. As of now, when you move to another stage, the plan action items from the previous stages are still visible in t...

When a contact is at a point where they are ready to sell I would like a way to click a button within the contact view to convert that contact into a transaction and fill out all of the transaction details there. There seems to be a general discon...

V1 had the capability to trigger a task based on the completion of a prior task. much of our business is based on previous items completed. For example, once the inspection is completed, have a task trigged to remind me 2 days after to ensure the ...

I'm surprised this isn't already an option..it seems my tasks for each transaction should be in my 'to do' list for the day

Actions in plan stay in order of recent to eldest no matter the timeframe you selected for the action. It does not allow you to reorganize the actions. Being able to reorganize would be super beneficial and a BIG TIME SAVER

under a different platform I was using a transaction management that provided several columns. For Example in Column #1 was the Lead, #2 Customer, #3 active client, #4 under contract #5 closing etc. You could drag and drop the "lead" to the next c...

Allow the ability to only be able to enter commissions without a sale number being required.

The task plan stages as they are don't align with the stages I am doing business in Canada. It would be great if we could change the names to make more sense

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.

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.