LionDesk V2 CRM Ideas Portal

When originally importing contacts it only allows you to match the fields with a field that LionDesk already has. It would be very convenient if we had the ability to create a custom field while importing contacts so that we could make sure we are...

For Example: searching people who's last name starts with A or W.

Create custom audiences for Facebook marketing, by tags.I have different types of contacts, agents and potential clients.

One of my colleaues uses Top Producer which has voice -to-text capability for adding notes. This is a very efficient way of addng information especially when one is out of the office and has no acess to a desktop or laptop. Also some of us are tex...

I was wanting to put in a request to make it possible to create text templates with pictures.

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

If you are running A campaign and they sign up in the middle of the night, they would not get a text til the morning. The campaign could run between certain hours. It would make it look less automated.

It should be another option for follow up like email,text or calls are. Pre-recorded message that we record and send to clients and leads.

If a user reaches max capacity for Documents, it is a challenge for him\her to determine what may be safe to remove as 'old content' since the items are only sorted Alphabetically. Adding a "Date Created\Uploaded" column would be beneficial for t...

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.