LionDesk V2 CRM Ideas Portal

I would like to see an identifier added to the New Lead Notification email. I have multiple FB ads going and when I get a notification I do not know which ad that they replied to in the email. Currently you have to open the contact info and look f...

We're trying to roll out zapier integration in our office and the New zapier integration is just gives us errors. We need the legacy version activated at least until the new version works

Add the date of the Update in the Subject and at the top of the email someplace. (sometimes email build up and when looking at the update emails the date would help me figure out what Day the updates are for.

It's great to see who is opening up my emails, responding to text messages or visiting my website. It would be better if I can bulk email/text contacts that were tracked by the vitals.

When importing, is it possible to map the fields, then save the mapped format for a quicker import the next time? Instead of remapping the fields each time? If not currently available what a cool update it would make in the future!

See example here https://www.loom.com/share/c5ec1b3fffc24816b40399d639d24671

Jennifer suggested that after a user has completed domain whitelisting and validated their phone number, the blue message below email and number should be removed so the user knows it has been complete.

can I request an update or add on, can you add "Mailer" to the Create New Task area under reminder? I really need that because I send out a lot of mailers and there is no option for that in reminder.

When creating a template, would like to be able to address both husband and wife.

Example: I pull up a saved poly search and want to extend or modify the shape. It does not give the option to "update or modify" that search. Instead I would have to save as new