LionDesk V2 CRM Ideas Portal

When creating a new contact - to be able to assign a drip campaign from the New Contact Screen/window

Hi. Why we can not have snail mail campaign and print letters from LD. It is very effective way of staying in touch with clients. Sending letter with notepads or market updates. Not everyone uses email like we do. Some people will change their ema...

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.

You should be able to Archive campaigns created that you are not using at the moment and unarchive them when you are ready to use that campaign again.

the ability to text either of the owners of the home seems like an easy task to add. I do joint texts as well as want to speak with the spouse on occasion as well.

I would love to pull a report for a month of all the birthdays and anniversay's for that month or year. I like to send cards to my clients and I like to pull the report and then see who I need to get a card to that month.

I want to be able to drag an email template over to a drip campaign and then within the campaign drag and drop them into the order they should be in. Then have drop downs on the side for days and time they should go out. It is super tedious the ...

Fix your next task in contacts

After sending an email, editing a contact, or selecting a campaign the current window should automatically close.

The system will recognize the activity related to the actions done within the Liondesk account. The last email that went out to him from the database was on 12/24 and he opened the email that same day. The other emails listed in the activity time...