LionDesk V2 CRM Ideas Portal

We assign clients for monthly touches to team members and being able to assign a single task to multiple clients would be SO helpful

If I have notes to add to that client or if I want the contact history of that client I can sort by Telephone # or First name or Last name.

I would like to see more "Important Dates" added to the Transaction Coordination side. (Appraisal, Loan Deadline,) Along that line create custom Important Dates.

without having the ability to see what contacts are on which campaign ( like in V1) it is hard to know which contacts need to be removed from the filtered list (bulk action) if the drip is getting assigned to hundreds of contacts. To know which co...

ability to change the date for campaigns when they go out... capable in version 1... much needed in version 2

Since we are limited to 150 texts, would be great to have a counter in the Contacts screen to identify how many contacts have been selected - rather than having to go to top and attempt bulk texting for the count. This feature probably has other...

I'm sure this is a work in progress, but there doesn't seem to be a way to remove columns that have been added to a layout, other than by choosing "Remove All Columns" and then re-creating the desired column layout.

once you establish a to do task it would be awesome if it automatically sync to our google calendar

Hi, I am a current customer and am considering purchasing a landing page subscription. If you could offer the capability to upload a short video on the landing page, that would be a great value! Thanks for your consideration!