LionDesk V2 CRM Ideas Portal

If you are running A campaign and they sign up in the middle of the night, they would not get a text til the morning. The campaign could run between certain hours. It would make it look less automated.

I can't have her do anything with my account unless I give her my log in and that is not want I want. I purchased liondesk for her to use and be able to use with me as well.

Task reminders should identify the client/contact for which the task needs to be completed.

It would be great to have a client's social media links as a standard field in their contact profile and possibly have the social media platform's icon under the contact's name for easy access and ability to click through to their link.

the ability to text either of the owners of the home seems like an easy task to add. I do joint texts as well as want to speak with the spouse on occasion as well.

I would love to pull a report for a month of all the birthdays and anniversay's for that month or year. I like to send cards to my clients and I like to pull the report and then see who I need to get a card to that month.

I want to be able to drag an email template over to a drip campaign and then within the campaign drag and drop them into the order they should be in. Then have drop downs on the side for days and time they should go out. It is super tedious the ...

It would be so much easier to read the "Contact Comments" if they could appear like the attached screenshot instead of running together like this (especially when we're on a call with the client and need to read our comments quickly): SW21091494 ...

Currently V2 does not allow us to export contacts after we create a filter. It only allows export of all contacts in the database. Need to be able to export after a filter is applied and export all contacts in that filter, not just the ones on the...

I have created plans for my transactions. I am a single agent and the task is assigned to me but it does not show up under my daily tasks? I don't want to have to open up each transaction to find the task there, I would like all of the tasks dis...