LionDesk V2 CRM Ideas Portal

Please put a slide bar at the top and bottom of the information boxes. Especially the Action box. The box is cut off so I have to scroll to the bottom to get over to the pin to use it and then scroll back up to the top to actually pin something.

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.

Allow custom fields to have drop down menus so users dont have to type in fields everytime

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 ...

To have the ability to remove/delete the specific campaigns from contact by a button like V1

It should be another option for follow up like email,text or calls are. Pre-recorded message that we record and send to clients and leads.

when i receive a lead from redfin it automatically goes int the followup boss crm. I was wondering if liondesk has the ability to integrate redfin leads into the system. will this be available?

Make tasks a priority to get working as well as it did in V1. Tasks isnt evevn an option in "Choose a category for this idea" Where is the love for tasks?

Currently when you manually assign a lead to a team member in v1 the team member is notified of the lead via an email.Users request for this feature to be available in v2 as well when manually assigning leads.Created on behalf of our user.

I can only delete a scheduled email one at a time. It would be great if I can bulk delete them. This would be useful and save me a lot of time if I make a mistake and can easily bulk delete the scheduled email.