LionDesk V2 CRM Ideas Portal

Have Zapier Lead come with lead distribution instead of manually assigning the leads

Make tasks a priority to get working as well as it did in V1. Tasks isnt evevn an option in "Choose a category for this idea" Where is the love for tasks?

please add the CMA function in the new lion desk, this is a useful tool and the option to set up to send every 6 months or yearly automatically

I have MANY couples who are clients and when I set them up on campaign only one gets the email. I do not prefer to have two separate profiles for essentially one buyer just so they both receive the email. Most couples will say that they BOTH want ...

Right now when you send someone an email after you send it a new email opens up vs just going back to the record you were on. Highly unlikely someone would want to email the same person again.

Sure would be great if we could set up auto emails and /or text with photos for events

For contact management it would be awesome to pull a list of everyone who have a birthday, anniversary, purchase date, etc. in a given month for simplicity in sending greeting cards, or postcard reminders.

When the user clicks on the email or text icon within the contact profile, if user accidentally clicks out of the window or scrolls down they will lose the pop up. User would like the pop up to stay up if you have to scroll or click out

Why are we limited to 200 emails or text? It should be 1000. I have over 6000 leads and really have limited time to do 200 at a time every single time I do a text or email.

I see that this is an option in the old Liondesk and for some reason, it's not in the new version. It doesn't make sense to take out such a great feature in the new version on Liondesk. Now I have to retype all my drip campaigns just because y...