LionDesk V2 CRM Ideas Portal
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46
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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
40
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
5
32
Vote
Add a text signature
email signature for texting
Created 9 Jan 04:52pm by Guest
Communications
2
31
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 / LionDesk CRM V2
8
31
Vote
Implement a stop on a campaign when contact clicks a link, reply by email
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
27
Vote
Make the notes section searchable
Very simple search of the notes section in Lion Desk would be helpful.
Created 25 Mar 07:27pm by Guest
LionDesk CRM V2
3
25
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
25
Vote
auto emails for birthdays & anniversary
Sure would be great if we could set up auto emails and /or text with photos for events
Created 16 Apr 09:07pm by Guest
Other
8
Planned
25
Vote
NEXT button to cycle through tasks in V2
No description provided
Created 19 Feb 09:39pm by Guest
LionDesk CRM V2
4
25
Vote
Track Transactions/Properties per Contact.
In v1, we were able to assign a contact to a property. I was able to go to the contacts profile page and view all the properties that they were assigned to. I would like to go to my contact's profile to see all the transaction he is apart of inste...
Created 23 Aug 11:31pm by Guest
LionDesk Transactions
4
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