LionDesk V2 CRM Ideas Portal

Having the ability to have 3rd party data filter from Zapier to custom contact fields in LD would be very useful, as sometimes there is extra data that needs to be imported other than the standard contact fields.

To increase work flow, V1 has the option to create quick tasks which is super useful. I noticed that V2 does not have that option. It would be great to have that feature added.

When searching a client, if I type in the spouses name, it doesn't come up. Can that be included in the next upgrade? Thanks!

Your pull down list of integrated websites is limited. I have been using proagentwebsites and FlexMLS. Would you consider adding these so that my website activity will reflect in liondesk?

I like to keep both spouses updated on what is going on

I have had 700 people open my emails this month. Yet I cannot select them and add them to a drip or a list. Wasted. Lost Opportunity.

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

would love a tracking pixel made by LionDesk to track my visitors on my site to send them relevant other pages once’s they’ve visited a page enough. If the page contains video, to track the video view and be able to retarget them based on if they ...

We like to market to both spouses. It would be awesome to be able to select "autocreate" to create a new Spouse contact at the same time we create a new contact. This would really save a lot of double entry.

Everyone would benefit from this simple function and it would save a TON of time. We could future date closing plans, birthday plans OR if we missed an action plan by one day and wanted the plan to start yesterday then we could backdate the plan s...