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 ...

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.

Anyone working with SMART MLS will benefit and will have accurate dates without having to do extra work to change them here AND in the MLS.

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

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...

Have the abillity to delete a transaction from your pipline!

When a transaction moves to the next stage we need to send certain emails to title, the seller, buyer and agents. For example, when it moves to "Under Contract" we need to send an email to the seller (or buyer), the other party's agent, and to tit...

There should be a way to email all contacts on a transaction. When I need to send an update to all parties on one transaction it would be nice to be able to go into that transaction and "email all" at one time instead of having to go into each con...