LionDesk V2 CRM Ideas Portal

Give us feedback on ideas and let us know where to focus!

44 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
42 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
42 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

3 Planned
36 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
31 Vote

Ability to text and email both contact and spouse at the same time from one contact record

I like to keep both spouses updated on what is going on

Created 21 Apr 05:51pm by Guest

Communications

1
29 Vote

Add a text signature

email signature for texting

Created 9 Jan 04:52pm by Guest

Communications

2
29 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

10
29 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
25 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

2
25 Vote

NEXT button to cycle through tasks in V2

No description provided

Created 19 Feb 09:39pm by Guest

LionDesk CRM V2

4

LionDesk V2 CRM Ideas Portal

Give us feedback on ideas and let us know where to focus!

Filter by status

Filter by category

Calendar Invite to Client

Allow us to future-date or back-date our auto action plans like other CRM platforms

Create campaigns to start on specific dates

Add Facebook messenger as an activity option

Ability to text and email both contact and spouse at the same time from one contact record

Add a text signature

Custom Theme Color Options

Implement a stop on a campaign when contact clicks a link, reply by email

Make the notes section searchable

NEXT button to cycle through tasks in V2

Filter by status

Filter by category

Identify yourself with your email address

Calendar Invite to Client

Allow us to future-date or back-date our auto action plans like other CRM platforms

Create campaigns to start on specific dates

Add Facebook messenger as an activity option

Ability to text and email both contact and spouse at the same time from one contact record

Add a text signature

Custom Theme Color Options

Implement a stop on a campaign when contact clicks a link, reply by email

Make the notes section searchable

NEXT button to cycle through tasks in V2