LionDesk V2 CRM Ideas Portal

Incredibly useful when you have a large database.

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.

Hello, It would be great if you could add spell check for tasks, emails, and campaigns. It's very time-consuming to have to copy and paste into a Word doc to spell check and then copy and paste back into LionDesk.

Please make an option where you can preview account activity without having to open the account all the way and than go back t the contacts page this would help prioritize who you respond too

It would be INCREDIBLE to be able to start a campaign on a specific date for holiday campaigns, birthdays, sporting events, etc...

I would like the ability to edit an item in a drip & have it update all who have yet to receive it. Also be able to edit campaigns with new items ECT and not have to figure out which clients need a to have existing campaigns modified to includ...

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...

To increase work flow, V1 has the option to create quick tasks which is super useful. I noticed that V2 does not have that option. It would be great to have that feature added.

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.

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...