LionDesk V2 CRM Ideas Portal
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Filtering contacts then creating a list to send to a contact
user would like to be able to filter her contacts then use the filtered contacts to create a list and email to a contact.
Created 30 Jan 00:28 by Guest
LionDesk CRM V2
0
Shipped
1
Vote
Filter maximum for v2
User is suggesting v2 be able to filter with more than 5 filters- other CRMs have up to 20
Created 16 Jan 00:51 by Guest
LionDesk CRM V2
1
Shipped
1
Vote
Client Details: At a Glance
It would be great if there was a simple box under the Client Profile Picture where notes can be added with Client specific details. I.e: Client prefers Text over Email or Client likes Bourbon over whiskey. Client is hard of hearing and prefers ema...
Created 15 Jan 16:13 by Guest
Contacts
1
Shipped
1
Vote
Tab for Text Responses
V2 makes you scroll through hundreds of text messages and you have to spot the ones that have responded. V1 has a tab for Responded so you could click on that and see only the clients who responded. This way you can have an ongoing conversation wi...
Created 07 Jan 01:54 by Guest
LionDesk CRM V2
1
Shipped
1
Vote
Bring "Notes" back to Contact Import
In V1 I used the notes category quite a bit for various lead info/notes when I upload leads every week. Now it's gone! Please bring it back!
Created 27 Dec 23:30 by Guest
Contacts
0
Shipped
1
Vote
Message a team member in the crm not as a email
Currently we only have the ability to email are team member through the CRM. Emails get lost easily as you know. Follow up boss has this feature and I have used it and Its awesome!
Created 26 Dec 22:04 by Guest
Communications
1
Shipped
1
Vote
User would like to be able to edit the tone they hear while they wait for the next call
User is wondering if there is any way to edit the tune they hear when using power dialer
Created 29 Nov 18:47 by Guest
General Design / UI
0
Shipped
1
Vote
Display # of contacts
For v2, user would like to be able to display more than 50 per page. In the old version you can display up to 200 per page.
Created 24 Sep 19:24 by Guest
LionDesk CRM V2
1
Shipped
1
Vote
Tags
Don Mitchell would like the tag that he adds to each contact to be automatically added into LionDesk so that he does not need to go into Settings to add tag.
Created 24 Sep 16:24 by Guest
Other
0
Shipped
1
Vote
V2 edit task and assign
I'm not finding edit task, like in V1. How do I edit a task and change who a task is assigned to when I assign the lead? I want to assign the lead and the task on the same screen like in V1
Created 02 Sep 16:37 by Daniel Andrade
LionDesk CRM V2
0
Shipped
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