LionDesk V2 CRM Ideas Portal

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.

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.

When creating a folder of templates it would be beneficial to be able to upload the folder directly into a drip campaign instead of having to manually add each template with the schedule/timing all over again when creating an action.

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 would like to be able to see a list of the active campaigns that I have going and how many have been assigned to the campaign.

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 ...

My husband and I work together and only one of us can get texts when a lead comes in. Please put this new item in liondesk so I dont' have to keep forwarding.

The search tool is great at finding names or e-mails. But it should also be able to instantly search comments/notes.This helps when we cannot remember a client's name perfectly but we remember details about the conversation such as: Had twin boys ...

It would be nice to auto populate information into the transaction from the MLS along with showings by adding the MLS number from a given MLS database.

The amount of time between the next time you follow-up with a lead, is best decided each time you make contact with them. Therefore, the defauly should be "does not repeat" and let the user decide when the next contact is best.