LionDesk V2 CRM Ideas Portal

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 ti...

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 c...

I would like to be able to track how much in fees from my commission I am paying - IE, broker split (mine is a flat rate), Charity Donation, Transaction Coordinator Fees, Referall splits, ETC. I know that you can add these custom fields, which I d...

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.