LionDesk V2 CRM Ideas Portal

The ability to send CMA like a campaign every six months to clients automatically and do the same for the birthdays once a year with personal messages.

email signature for texting

It's Real Estate 101.....I would hope this will be implemented sooner than later. All real estate agents locate individuals by their addresses or geographical farms. If I want to see if the owner of 123 Main St is in my database I should be able ...

I can only delete a scheduled email one at a time. It would be great if I can bulk delete them. This would be useful and save me a lot of time if I make a mistake and can easily bulk delete the scheduled email.

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...

A lot of us are using FB more and more to reach out to clients and potential clients. Often, clients reach out to us via FB. It would be nice to have that as an option for "activity" along with inbound text...but I guess that's a different subject

I have MANY couples who are clients and when I set them up on campaign only one gets the email. I do not prefer to have two separate profiles for essentially one buyer just so they both receive the email. Most couples will say that they BOTH want ...