LionDesk V2 CRM Ideas Portal

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.

So we won't have to toggle from Legacy and V2 tasks when we need to get to tasks made in V1.

When a contact is at a point where they are ready to sell I would like a way to click a button within the contact view to convert that contact into a transaction and fill out all of the transaction details there. There seems to be a general discon...

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 wa...

I created plans under transactions. I shouldn't have to go into every transaction to see what might be due on a given day. I was told that I could set an email reminder... that is silly. Why aren't they visible in a task list?

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.

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.

I understand the issue of letting people opt out of text messaging, but we need a system we can use with prospects. Asking a prospect to opt-in to texts from an agent they don't know will not work. It makes texting in prospecting campaigns impossi...

Having social media ads is vital to real estate agents. If we have a landing page with Lion Desk then it should have direct access to our social media ad campaigns to collect new client info and send auto responses and also send us alerts.

My clients love to get a card with a birthday acknowledgement of their birthday. Now I will have to create a month tag and put clients in that tag by month so I can sort them.