LionDesk V2 CRM Ideas Portal

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

1 Vote

Separate Calls, To do's on the task list - Filter Tasks by Category

Sales people time block by completing tasks by types. First the calls, then the emails, then the to-do items. You have the tasks in such a jumble that it's impossible to get into the zone we need. It's too frustrating. Call, then task, then call t...

Created 29 Apr 09:48pm by Guest

Dashboard

0
33 Vote

Ability to text and email both contact and spouse at the same time from one contact record

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

Created 21 Apr 05:51pm by Guest

Communications

2
45 Vote

Calendar Invite to Client

It would be great to send invites for appointments to my clients.

Created 18 Jun 10:00pm by Guest

Communications

0
38 Vote

Add Facebook messenger as an activity option

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

Created 12 Nov 11:11pm by Ben Lunsford

Communications

5
1 Vote

Integrate Liondesk & Lonewolf

Integrate Liondesk & Lonewolf

Created 27 Apr 07:33pm by Guest

Other

1 Planned
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
13 Vote

Search result to 500 per page.

Since we can only send out 500 emails at a time, give me 500 contacts to send out.

Created 15 Jun 04:11pm by Guest

Contacts

0
17 Vote

Add Social Media Links for a Contact to their Profile

It would be great to have a client's social media links as a standard field in their contact profile and possibly have the social media platform's icon under the contact's name for easy access and ability to click through to their link.

Created 23 Feb 09:15pm by Jen Kelly

Contacts

1
3 Vote

Sub account users should be able to assign campaigns for main account

I have an assistant and her job is to complete the tasks in the campaign. Our campaigns are designed to communicate on my behalf because I am the licensed individual and my assistant's job is to assign the campaigns based upon the phase the buyer ...

Created 3 Mar 08:07pm by chasity goodson

Campaigns

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

LionDesk V2 CRM Ideas Portal

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

Filter by status

Filter by category

Separate Calls, To do's on the task list - Filter Tasks by Category

Ability to text and email both contact and spouse at the same time from one contact record

Calendar Invite to Client

Add Facebook messenger as an activity option

Integrate Liondesk & Lonewolf

Sort contacts by last name

Search result to 500 per page.

Add Social Media Links for a Contact to their Profile

Sub account users should be able to assign campaigns for main account

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.

Filter by status

Filter by category

Identify yourself with your email address

Separate Calls, To do's on the task list - Filter Tasks by Category

Ability to text and email both contact and spouse at the same time from one contact record

Calendar Invite to Client

Add Facebook messenger as an activity option

Integrate Liondesk & Lonewolf

Sort contacts by last name

Search result to 500 per page.

Add Social Media Links for a Contact to their Profile

Sub account users should be able to assign campaigns for main account

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.