LionDesk V2 CRM Ideas Portal
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Ability to Send a Text/Email through the tasks section.
If i create an email/text task it would make it much easier for me to be able to email/text directly from my tasks so that i don't have to go to my contacts page and look up the contact there or have to enter their profile page.
Created 31 Jul 09:38pm by Danny LionDesk
Communications
0
1
Vote
Option for Lenders
Hi team: I am a lender and used Jungo/Salesforce. Your text platform is much better. However, the lending options are very limited and I have had to create custom fields. There is a huge population of lenders that you can target by just adding som...
Created 30 Jul 04:39pm by Guest
General Design / UI
1
Already exists
1
Vote
Add the ability to space out call tasks in a drip campaign.
here's a flaw in your system that I would like you to see figure out a solution to. I get multiple leads a day. I set them up with the same drip campaign that includes a phone call at 5:15 PM the second day. Well, if I got 4 leads yesterday, I onl...
Created 17 Jul 11:14pm by Danny LionDesk
Campaigns
0
1
Vote
Admin to Manage Team Drips
I am the de facto admin for our real estate team. Now that our lead generator is using AI to text (it is AWESOME), I need to change the text messages out of the drip our team uses. But I have to have everyone go into each one of their drip campaig...
Created 10 Jul 03:51pm by Guest
Campaigns
0
1
Vote
Assign a Task on the mobile app
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
Created 10 Jul 06:09am by Daniel Andrade
0
1
Vote
Correct Distortion after adding favorites
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.
Created 28 Jun 05:43am by Guest
General Design / UI
0
Already exists
1
Vote
Icon Removal To simplify Calling Contact from the Mobile App
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
Created 24 Jun 10:16pm by Guest
Communications
0
1
Vote
Being able to select certain spaces when printing on shipping labels
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.
Created 18 Jun 11:35pm by Guest
Contacts
0
1
Vote
Integrate Zillow api so that new seller lead addresses populate their associated zillow page
For quick access to property pages. Perfect for FSBO leads.
Created 15 Jun 02:30am by Guest
LionDesk CRM V2
0
1
Vote
More Vitals
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.
Created 13 Jun 09:05pm by Guest
General Design / UI
2
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