LionDesk V2 CRM Ideas Portal

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...

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.

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...

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...

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.

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.

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...