LionDesk V2 CRM Ideas Portal

Please add the ability to schedule text messages like we are able to do with emails so that we don't have to use drip campaigns.

most people are accustomed to and/or/not. Just makes the process more intuitive rather than try to figure out what you are trying to say

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emails, phone calls and texts messages are the life blood of what we do. LD only provide text and call traction but having the emails flow through the system and added to the timeline is a major need!! For example, is I send an email, I have to a...

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.

Ability to attach excel files to an email. Currently you're only able to attach: PDF, PNG, JPEG, WORD DOCS.

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 ...

In the Lion Desk App, it would be very convenient if we could simply click (hold down) on a contact's name, phone number or email address, and it will "copy." This would give us the ability to paste it to another screen with ease. Very often I'm t...

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.