LionDesk V2 CRM Ideas Portal

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.

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.

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.

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

t would be useful to be able to create a transaction right from a contact's information card instead of having to go to "Transactions" every time.

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...

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

It would be INCREDIBLE to be able to start a campaign on a specific date for holiday campaigns, birthdays, sporting events, etc...

I cant use Lions Desk because it seems to lack this

I am wanting to be able to add Google forms into my emails not as a link or a code but as the actual form because nobody clicks on the links so if the form is already there it’s nice and simple for them to fill out. That way I can send out questi...