LionDesk V2 CRM Ideas Portal

I have to go into each contact separately and hit edit in order to go to a drop-down menu to edit warmth level. This should be an editable feature right from your contact list page.

In demo client birthday can only be entered via a drop down calendar so if my client is 40 or 50 years old, there's no easy way to add. Need a date field box to type in.

I cant use Lions Desk because it seems to lack this

When a transaction moves to the next stage we need to send certain emails to title, the seller, buyer and agents. For example, when it moves to "Under Contract" we need to send an email to the seller (or buyer), the other party's agent, and to ti...

Developers - I see many ideas that get merged (some several times). When ideas are merged, the votes and comments should be merged as well to show a true representation of the ideas.

We could run a query and send information based on peoples interest so that we stay in touch with them without being salesy (i.e. if there is an article about the biggest fish caught query all of your fishermen and send them the article). Also nee...

It would be helpful and time-saving to be able to click on the headings of the main Contacts page to sort the information in the columns in ascending/descending order either alphabetically or numerically, as appropriate.

I uploaded a CSV file from my Iphone which had the last name of the individual in the first name field. After uploading it to Lion Desk, I wanted to clean up the names so that the last names were all in the last name field, but when editing the na...

It will be very easy to find a contact by name than by filter. It will be hard to rememeber where did I got the lead/contact everytime i need to put a note or add a task. Please consider this idea. thankk you.