LionDesk V2 CRM Ideas Portal
Give us feedback on ideas and let us know where to focus!
Add a new idea
Filter by status
Already exists
78
Will not implement
11
Planned
40
Shipped
169
Filter by category
LionDesk CRM V2
×
938
Ad Portal
×
7
Campaigns
×
121
Communications
×
171
Contacts
×
294
Dashboard
×
24
General Design / UI
×
54
Landing Page
×
5
Other
×
109
Power Dialer
×
7
Reporting
×
8
LionDesk Transactions
×
59
LionDesk VMI
×
8
Log in / Sign up
Identify yourself with your email address
Email address
Recent
Trending
Popular
1
Vote
Interest rate to be be entered with a decimal point.
I'd like the option to enter the interest rate with a decimal point. As it stands now the interest rate field doesn't allow decimal points. Also the loan amount field does allow decimal points which are probably not necessary as most loan are roun...
Created 4 May 05:41pm by Guest
Contacts
0
1
Vote
give us the ability to reschedule all emails in group emails instead of one at a time
I scheduled a group email and then wanted to move the date on which the group email was to be sent. I learned that i would have to go through and chane each one individually. Makes me not want to use this service at all.
Created 3 May 06:20pm by Guest
Communications
0
2
Vote
please allow us to enter a persons birthday on day of using the calendar drop down
No description provided
Created 14 Apr 05:15pm by Guest
Contacts
0
24
Vote
Remove/delete campaigns/folders
As a new user I didn't realize I was duplicating published drip campaigns and when trying to view the emails/texts that get sent out it was extremely confusing as to which campaign what was assigned to. I reached out to support and they let me kno...
Created 20 Feb 05:14am by Guest
Campaigns
1
Planned
54
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
4
Planned
56
Vote
Edit campaign action should update on running campaigns
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...
Created 13 Jun 12:49am by Charles Sipes
Campaigns
2
49
Vote
Add Quick Tasks
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.
Created 15 Jul 01:15pm by Ruben Aguirre
LionDesk CRM V2
2
49
Vote
Select all 500+ contacts to start campaign
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.
Created 15 Jun 04:34pm by Guest
Campaigns
5
Planned
49
Vote
Autocreate Option to Make Spouse a Contact
We like to market to both spouses. It would be awesome to be able to select "autocreate" to create a new Spouse contact at the same time we create a new contact. This would really save a lot of double entry.
Created 13 Jun 10:34pm by Guest
Contacts
6
45
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
« First
‹ Prev
1
2
3
4
5
6
7
…
Next ›
Last »
Copyright LionDesk, LLC 2020