LionDesk V2 CRM Ideas Portal

In V2 having a whole list of 100's of templates in one list no matter what folder they are in is cumbersome. In V1 they are much easier to deal with when they are in folders where you can open a folder and just see the templates in that folder. I ...

If I have notes to add to that client or if I want the contact history of that client I can sort by Telephone # or First name or Last name.

I would like to see more "Important Dates" added to the Transaction Coordination side. (Appraisal, Loan Deadline,) Along that line create custom Important Dates.

Two different kind of anniversaries within a contact record. Wedding and anniversary for move in date.

without having the ability to see what contacts are on which campaign ( like in V1) it is hard to know which contacts need to be removed from the filtered list (bulk action) if the drip is getting assigned to hundreds of contacts. To know which co...

Is there anything in the works to increase video size across emails and texts? I just shot a video on my iPhone XR. It was only 13 seconds and is just under 40MB. I see the max through Lion Desk is 500kb for text and 16mb for email. If you're usin...

ability to change the date for campaigns when they go out... capable in version 1... much needed in version 2

Since we are limited to 150 texts, would be great to have a counter in the Contacts screen to identify how many contacts have been selected - rather than having to go to top and attempt bulk texting for the count. This feature probably has other g...

I'm sure this is a work in progress, but there doesn't seem to be a way to remove columns that have been added to a layout, other than by choosing "Remove All Columns" and then re-creating the desired column layout.