LionDesk V2 CRM Ideas Portal

Finding that I'm in need of occasionally reaching out to support and then advised it's been forwarded to the "billing" dept to turn on features that I should have had access to. All paid features should be in sync with the account once any issues ...

To increase work flow, V1 has the option to create quick tasks which is super useful. I noticed that V2 does not have that option. It would be great to have that feature added.

I have had 700 people open my emails this month. Yet I cannot select them and add them to a drip or a list. Wasted. Lost Opportunity.

Everyone would benefit from this simple function and it would save a TON of time. We could future date closing plans, birthday plans OR if we missed an action plan by one day and wanted the plan to start yesterday then we could backdate the plan s...

It would be great to send invites for appointments to my clients.

A lot of us are using FB more and more to reach out to clients and potential clients. Often, clients reach out to us via FB. It would be nice to have that as an option for "activity" along with inbound text...but I guess that's a different subject

As a new user I didn't realize I was duplicating published drip campaigns and when trying to view the emails/texts that get sent out it was extremely confusing as to which campaign what was assigned to. I reached out to support and they let me kno...

if we can add attachments to contact it would be easy to pull up the file when we talking to them, specialty if we got leads from a 3rd party that doesn't not integrates with Lion desk and importing all the information takes lots of extra work and...

email signature for texting

I think it would be a great idea to add different areas MLS services and possibly it could be available to the public through Liondesk and create other landing pages for it.