LionDesk V2 CRM Ideas Portal
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24
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Be able to edit a task for a transaction plan
W/in v2 After creating the transaction plan and you go to edit a task there is no option for you to edit the task. Only option will be to delete the task and the only thing you can edit is the title of the plan.
Created 14 Jun 23:48 by Guest
LionDesk Transactions
1
Shipped
19
Vote
Add a syncing calendar
Currently when I have appointments I have to remember to add them in both LionDesk and my calendar. If there was a way to add a calendar and it sync to your google, iphone, or outlook calendar would be great.
Created 13 Apr 03:22 by Guest
Other
4
Shipped
16
Vote
Stop a Drip Campaign as bulk action
To stop a drip campaign in bulk - option was available in V1 but it is not in V2
Created 26 Aug 16:12 by Guest
Campaigns
1
Shipped
21
Vote
Calling & Texting from contacts list
You've taken a massive step backwards with the calling and texting functionality in V2. Being able to create a list of contacts and then call or text directly from the list, working down... that's been a winner and one of the main reasons I stay w...
Created 18 Jun 21:49 by Guest
LionDesk CRM V2
4
Shipped
20
Vote
Ability to Edit comments for a Contact
Version 1 has the ability to Edit Comments after they are published. I would like the same ability in Version 2. This will reduce the need to add additional comments to fix info.
Created 15 Jun 10:57 by David Boyd
Contacts
2
Shipped
19
Vote
Ability to Sort By DOES NOT Have A Tag
I want to be able to filter out people who have a certain tag (or even Hotness) so I can easily put people into campaigns that they have NOT been in before. Right now this has to be done manually when if we could just have this in the contact filt...
Created 05 Aug 20:21 by Guest
Contacts
1
Shipped
19
Vote
Drip campagin task trigged by close of escrow date
Example: Be able to schedule follow up calls, email, etc based on x many days after close, such as such as 1 year, 2 year 3 year, etc anniversary
Created 24 Jul 17:42 by Guest
Campaigns
1
Shipped
19
Vote
Longer Video
Your program says 16M or 3 minutes. I have tried to upload a 45-second video and it is still too large for your system. Is there a way to make it longer instead of me having to sacrifice quality?
Created 20 Jun 00:43 by Guest
General Design / UI
2
Shipped
18
Vote
Tag bounced/unsubscribed emails
I believe everyone would benefit from this, it would allow us to have a more accurate and up to date list of contacts that want to be in touch and receive future notifications
Created 13 Aug 18:19 by Guest
Other
2
Shipped
18
Vote
Texting Center
I am only able to see either text sent or received but not both together which is confusing.
Created 18 Jun 15:31 by Guest
Communications
1
Shipped
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