LionDesk V2 CRM Ideas Portal

The "expected total sales" and "contact activity log" were my favorite features of this CRM. It allowed me to visually in a glance see where I compare to meeting my numbers and calls. I highly suggest incorporating this feature in the new platform.

It would be nice to be able to search for Spouse's info in search bar. Along with scheduling emails to include both main conatct & spouses contact.

Able to add and edit contact status. Closed/Inactive is 2 different things. I would like to have them separate and able to add new ones like Credit Repair or Not Ready

I would like to set a period of time within a drip campaign where nothing will go out to clients.

When I add or remove a tag, it will save a lot of time, if a drip campaign automatically triggers the update.

I would like to make a suggestion, the ability to print a contact sheet that has the contact info on top then the activity on bottom. That would be amazing for our files

Could you please develop an inbox-like display for the texts? What you currently have is simply loading the most recent texts. You have to click Load More to get to the older conversations. However, I would like to be able to clear the conversatio...

If you create one by mistake or want to recreate it we need to be able to delete them so we don't end up with a ton of them that don't get used.

Under 'add activity' there are a list of options. It would be great to be able change/edit those.

I would love to call or text my clients and wish them a happy birthday, so having a list daily would make it much easier