LionDesk V2 CRM Ideas Portal
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13
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Video Text Reporting
The reason for this report feature would be so we can see the difference in plain texts and in video texts. Ultimately we would like another option in the communications tab next to the text option that logged video texts
Created 9 Dec 06:13pm by Guest
Reporting
1
56
Vote
Edit campaign action should update on running campaigns
I would like the ability to edit an item in a drip & have it update all who have yet to receive it. Also be able to edit campaigns with new items ECT and not have to figure out which clients need a to have existing campaigns modified to includ...
Created 13 Jun 12:49am by Charles Sipes
Campaigns
2
54
Vote
Create campaigns to start on specific dates
It would be INCREDIBLE to be able to start a campaign on a specific date for holiday campaigns, birthdays, sporting events, etc...
Created 23 Jul 04:55am by Guest
Campaigns
4
Planned
1
Vote
Bulk removing of campaings
No description provided
Created 20 Jul 05:43pm by Guest
Campaigns
0
3
Vote
An option to be able to edit the 'add activity' options within a contact
Under 'add activity' there are a list of options. It would be great to be able change/edit those.
Created 8 Jun 06:50pm by Guest
Contacts
0
24
Vote
Remove/delete campaigns/folders
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...
Created 20 Feb 05:14am by Guest
Campaigns
1
Planned
49
Vote
Add Quick Tasks
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.
Created 15 Jul 01:15pm by Ruben Aguirre
LionDesk CRM V2
2
1
Vote
Able to print calendar and task summary for each day
Verses having to write things in a daytimer, to be able to take the benefits of follow-up calls or tasks that need to be done and incorporate this into a daily print-out
Created 18 Jul 07:33pm by Guest
Communications
0
49
Vote
Select all 500+ contacts to start campaign
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.
Created 15 Jun 04:34pm by Guest
Campaigns
5
Planned
45
Vote
Allow us to future-date or back-date our auto action plans like other CRM platforms
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...
Created 5 Aug 03:44pm by Guest
Campaigns
2
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