LionDesk V2 CRM Ideas Portal
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38
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Followup on emails received
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
4
Planned
36
Vote
Calendar Invite to Client
It would be great to send invites for appointments to my clients.
Created 18 Jun 10:00pm by Guest
Communications
0
36
Vote
Autocreate Option to Make Spouse a Contact
We like to market to both spouses. It would be awesome to be able to select "autocreate" to create a new Spouse contact at the same time we create a new contact. This would really save a lot of double entry.
Created 13 Jun 10:34pm by Guest
Contacts
5
32
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
30
Vote
Ability to archive dead,bogus and not-interested leads
As it relates to contacts. I nice feature would be to have the ability to archive dead/bogus/not interested leads. Currently, these types of leads are mixed in with all the other leads making it difficult to organize bulk campaigns and other tasks.
Created 14 Jun 02:19pm by Guest
Contacts
0
29
Vote
Add Facebook messenger as an activity option
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
Created 12 Nov 11:11pm by Ben Lunsford
Communications
4
26
Vote
Custom Theme Color Options
It may sound silly, but I would love to be able to adjust the base theme colors to go with my branding.
Created 22 Jul 07:34pm by Guest
General Design / UI
5
24
Vote
Export Contacts By Filter.
Currently V2 does not allow us to export contacts after we create a filter. It only allows export of all contacts in the database. Need to be able to export after a filter is applied and export all contacts in that filter, not just the ones on the...
Created 2 Dec 05:45am by Guest
Contacts
0
24
Vote
Implement a stop on a campaign
For instance if a customer clicks a link, fills out a form, or reply's to the email, can they be taken off the rest of the automation?
Created 13 Jun 07:41pm by Danny LionDesk
Campaigns
0
23
Vote
Add a text signature
email signature for texting
Created 9 Jan 04:52pm by Guest
Communications
2
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