LionDesk V2 CRM Ideas Portal

I can assign a lead on the mobile app, great when I'm on the run. A call comes in and I can assign the lead. But, I also need to be able to assign a new task to a user and alert them

I added some favorites to Contacts, Phone, Email, etc...but when I added Address as a Favorite text under it which appears to say +Add Address is distorted. Using a Macbook Pro, browser Google Chrome.

removing the icons from click to call making them easier to access instead of having to worry about which icon to use to call the client to have them recorded in the CAT

To be able to select which squares on printing labels will get information, some labels may be used from a previous print and this way we can use an old page that still has viable labels.

For quick access to property pages. Perfect for FSBO leads.

It would be helpful to have another row of potential vitals. This allows a team rainmaker to "watch" more benchmarks for their team at first glance.

As a user of an Infiniti product, yLOPO,I want to be able to search on idx activity such as when they visit the site do they have searches are they opening the search etc. I can't find that in the new version

On V1, I had the ability to search my contacts and do a mass action to them all. It gave me an option to only update the contacts on the screen or do all. With the ability to only show 50 contacts at a time, it only allows me to update those 50 co...

We don't require any complicated development, just the need to dial a contacts number from within the app. Currently it inserts a "1" in from of our contacts Mobile (Cell) Numbers. Otherwise, i'm loving the system so far. PS: I am a Real Estate ...

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