LionDesk V2 CRM Ideas Portal

Give us feedback on ideas and let us know where to focus!

3 Vote

Make it easier to input a comment or note

I have searched and cannot easily find a way to add a comment. Besides the name you have icons but none of them allow you to easily click into an area where comments or notes can be added

Created 25 Jun 07:29pm by Guest

Contacts

1 Already exists
3 Vote

Tag Removal - BATCH

I'd like to run a search based on a TAG filter - and be able to click on certain contacts and then BATCH REMOVE from a TAG. Maybe they were Tagged incorrectly - OR they have changed status, and no longer fit that TAG.. It's way to tedious and time...

Created 24 Jun 04:45pm by Guest

Contacts

2 Already exists
2 Vote

Sort contacts by last name

It would be extremely useful to be able to sort contacts by last name

Created 31 Mar 03:00pm by Jenny Lazo

Contacts

1 Already exists
2 Vote

Add a repeatable task list to clients. We would like to be able to create a group of tasks for example "onboarding client" that we can then add once a client decides to work with us. That way we make sure to cover all our bases through task reminders.

This could be worded as the ability to create a Template list of tasks that can be added to clients.

Created 29 Mar 03:36pm by Melody Wigdahl

Contacts

0 Already exists
2 Vote

Syncing to do task to Google Calendar

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

Created 13 Oct 08:47pm by Guest

LionDesk CRM V2

1 Already exists
2 Vote

SUPPORT - FOR DRIPS - MARKETING ADMINS OR OTHER

PROVIDE RESOURCES TO CLIENTS TO HELP THEM WITH DRIPS!!!! WE ARE USING LIONDESK FOR AUTOMATION... YET, WE HAVE TO SHOW PROPERTIES, WRITE CONTRACTS, SOMETIMES WE DO NOT HAVE THE TIME TO CREATE THESE GREAT CAMPAIGNS!

Created 29 Jul 06:49am by Deanna Essmyer

Campaigns

1 Already exists
2 Vote

Merge Votes and Comments with Ideas (Ideas Portal)

Developers - I see many ideas that get merged (some several times). When ideas are merged, the votes and comments should be merged as well to show a true representation of the ideas.

Created 25 Jun 05:07pm by Rene Ramirez

Other

1 Already exists
2 Vote

Ability to sort fields on main Contacts page

It would be helpful and time-saving to be able to click on the headings of the main Contacts page to sort the information in the columns in ascending/descending order either alphabetically or numerically, as appropriate.

Created 18 Jun 07:59pm by Guest

Contacts

1 Already exists
2 Vote

Unsubscribe option on all emails, not just campaigns

My company requires an opt out for texts and emails. I was told there is an unsubscribe option for email campaigns but not individual emails. Please add an option to include an unsubscribe option on all emails, not just campaigns.

Created 17 Jun 06:00pm by Guest

Communications

2 Already exists
2 Vote

Please add the ability to assign a task to multiple contacts at once

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

Created 15 Apr 03:56pm by Guest

Communications

1 Already exists

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