LionDesk V2 CRM Ideas Portal

I would like to see the address of my contacts on 1 line in the favorite info section. I do copy and paste that info all the time to search for the address in Google Maps, RPR, etc. and showing it in multiple fields is a PITA. Maybe have a button ...

please add the CMA function in the new lion desk, this is a useful tool and the option to set up to send every 6 months or yearly automatically

When I created my hashtags, very intentionally I grouped tags by using the same first few letters that most identify the tag. So as an example, if a client is interested in four cities I would go to the section in the list that starts with CTY and...

So I can use it to measure KPI's.

Anyone who uses a CRM needs to segment their customer base, for instance, buyers. sellers, etc. If you have thousands of customers you need to create a mailing list or a csv list for mailing labels. This would be a bare minimum for a CRM. I gues y...

For contact management it would be awesome to pull a list of everyone who have a birthday, anniversary, purchase date, etc. in a given month for simplicity in sending greeting cards, or postcard reminders.

I am new so you may have one but I don't see one. It would be awesome to be able to synch w/ Outlook and able to color code it.

It would be darn useful - after making 100 calls/hr - and NOT having to EITHER TYPE LEFT VM, N/R ETC OR EVEN click ACTION, THEN copy paste, end call, resume --- so many clicks!!!

Make tasks a priority to get working as well as it did in V1. Tasks isnt evevn an option in "Choose a category for this idea" Where is the love for tasks?

Access to this page is broken due to a password change or other problem. This integration keeps breaking multiple times a day when Facebook makes a change on their end. This is disrupting my Lead Assist campaign, and I am losing my leads! Please fix!